Moving Markets: Daily News

President Trump delivers more tariff letters and lays down the gauntlet to Brazil – announcing a 50% tariff on their exports into the US. Copper also faces a 50% import tariff. US markets rally on artificial intelligence enthusiasm as Nvidia buoys tech stocks, becoming the first company ever to reach a valuation of USD 4 trillion. Our Chief Economist, David Kohl, provides his thoughts on the latest tariff developments and what they might mean for the US economy and the dollar going forwards, and sticking with the tariff theme, Carsten Menke, Head of Next Generation Research, delves into the copper news and the multiple factors at play when it comes to pricing.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:38) - Markets wrap-up: Bernadette Anderko, Investment Writing
  • (05:54) - Tariff developments by David Kohl, Chief Economist
  • (13:49) - Copper: Carsten Menke, Head of Next Generation Research
  • (18:07) - Closing remarks: Helen Freer, Investment Writing

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: Daily News?

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. 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.