Moving Markets

With tariffs on Switzerland still in focus, a small Swiss delegation travels to Washington to negotiate a resolution. Meanwhile, emerging tariff threats for semiconductors and pharmaceuticals are weighing on market sentiment. Beyond trade developments, investors must digest a slew of macroeconomic figures and reports from the ongoing earnings season. The US Federal Reserve is also in the spotlight, especially after President Trump announced his intention to nominate a new Fed Chair by the end of the week. To provide clarity amidst the market turmoil, we welcome Dario Messi, our Head of Fixed Income Research, and Mathieu Racheter, our Head of Equity Strategy, to the show today.

  • (00:00) - Introduction: Bernadette Anderko, Investment Writing
  • (00:34) - Markets wrap-up: Lucija Caculovic, Investment Writing
  • (07:21) - Is Fed independence really at risk? Dario Messi, Head of Fixed Income Research
  • (13:24) - Swiss equities and Q2 earnings in focus: Mathieu Racheter, Head of Equity Strategy Research
  • (19:34) - Closing remarks: Bernadette Anderko, Investment Writing

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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.