{"podcast":{"title":"Moving Markets","slug":"moving-markets-5478198","podcast_index_feed_id":5478198,"rss_url":"https://feeds.transistor.fm/moving-markets","website_url":"http://www.juliusbaer.com","image_url":"https://img.transistorcdn.com/vDHaJDrwYOS7iJuQC5X9ty_2NRtbjCGMS2tBXARGrS0/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xNjUy/MmQxYWUyZDEwNTA1/OTJhNzY2OWUxMTU2/OGM4ZS5qcGc.jpg","author":"Adventurous Media","episode_count":1105,"summary":"Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.","last_synced_at":"2026-09-28T16:21:23.899176+00:00","page_url":"https://stenobird.com/podcast/moving-markets-5478198"},"episode":{"title":"The View Beyond: Can Trump-Xi talks shift market sentiment?","slug":"the-view-beyond-can-trump-xi-talks-shift-market-sentiment","published_at":"2026-09-26T02:44:00+00:00","page_url":"https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-can-trump-xi-talks-shift-market-sentiment","show_page_url":"https://stenobird.com/podcast/moving-markets-5478198","url":"https://share.transistor.fm/s/e0985482","audio_url":"https://media.transistor.fm/e0985482/72bd0a5e.mp3","summary":"US-China relations are back in the spotlight, with investors watching whether talks between Presidents Trump and Xi can deliver meaningful progress and shift market sentiment. The discussions come as Chinese markets contend with trade uncertainty, tentative policy support and a challenging domestic growth backdrop. In this episode, Richard Tang, Head of Research Hong Kong at Julius Baer, speaks with Hong Hao, Managing Partner and CIO of Lotus Asset Management, about the Trump-Xi talks, the outlook for Chinese equities and property, and sentiment towards Chinese AI stocks. They also discuss the longer-term AI investment story and the impact of rising oil prices and interest rates on global markets. (00:00) - Trump-Xi talks: Can they deliver for markets? (01:55) - US, Europe and China: A changing trade landscape (06:40) - What could drive a year-end rebound in Chinese equities? (11:17) - Property support: Technical rebound or real recovery? (16:00) - China AI stocks: Sentiment versus fundamentals (22:38) - Oil, rates and the global market outlook","meta_description":"US-China relations are back in the spotlight, with investors watching whether talks between Presidents Trump and Xi can deliver meaningful progress and sh…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1628,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/the-view-beyond-can-trump-xi-talks-shift-market-sentiment/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/moving-markets-5478198/the-view-beyond-can-trump-xi-talks-shift-market-sentiment.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}