Moving Markets

SpaceX moves beyond rockets with its acquisition of AI firm Anysphere, igniting investor excitement and propelling the company to become the world’s fifth-most valuable after its blockbuster IPO. As technology and geopolitics continue to reshape markets, attention now turns to today’s FOMC decision and Kevin Warsh’s first press conference as Fed Chair. Dario Messi, Head of Fixed Income Research, outlines what to expect from the Fed, while Mathieu Racheter, Head of Equity Strategy Research, discusses the impact of mega-IPOs and a potential US–Iran deal on equity markets, as well as how investors should position portfolios for the second half of 2026.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:34) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (06:05) - Bond market update: Dario Messi, Head of Fixed Income Research
  • (09:51) - Equity market update: Mathieu Racheter, Head of Equity Strategy Research
  • (14:19) - Closing remarks: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

What is Moving Markets?

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.