Renewed tariff threats

Investors are seeking protection in more defensive areas of the market as US President Donald Trump ratchets up trade tensions. European and US equity futures plunge alongside Asian shares amidst fresh tariff uncertainty ahead of the Wednesday tariff deadline. However, 1 August appears to be the new deadline, allowing certain countries more time for negotiations. Mensur Pocinci, Head of Technical Analysis, talks about the optical illusion of recent all-time highs in US equities and the need to hedge US dollar assets, particularly for Swiss franc investors.

• (00:00) - Introduction: Helen Freer, Investment Writing
• (00:28) - Markets wrap-up: Jan Bopp, Investment Writing
• (05:46) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
• (08:06) - Closing remarks: Helen Freer, 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.

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