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Julius Baer
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News, information and insights from the experts at Julius Baer, the international reference in wealth management.
- Lower inflation led the way, tech earnings brightened the day. UK cut, ECB stayed dovish — markets climbed. Japan raised rates, now at their highest since 2006. Tim Gagie, Head of FX Advisory Geneva, closed the FX year in rhyme. Listen in to today’s #MovingMarkets Podcast.
- The SNB sees its policy as expansionary and expects wage growth (~1%) to support inflation. With price stability not at risk, rates likely stay at 0.0% through 2026. What it means: Inflation should remain low but positive—avoiding deflation while supporting modest growth (~1%).
- Julius Baer reposted#WATCH | "Global market volatility driven by US tech and AI valuation concerns may actually benefit India as a diversification play," says Mark Matthews, Julius Baer Full Interview: youtu.be/PQGj8eemDfo?si… @SnehiShah11 @hershsayta @juliusbaer
00:00 - Markets lacked festive cheer yesterday with global equities mostly continuing to decline. Today’s guests include Norbert Rücker, Head of Economics & Next Generation Research, on oil markets and Nicolas Jordan, CIO Office, on 2026 asset allocation strategies. Tune in to today’s
- US jobs data, Tesla's surge, and oil's wild ride – markets digested a mix of headlines yesterday. Tune in to today’s #MovingMarkets podcast for insights from Dario Messi on bonds and central banks, and Mathieu Racheter on Swiss equities and financials. Listen here:
- As 2025 concludes, central banks are prioritising stability. The Fed eased rates by 25bps and resumed modest balance sheet expansion — primarily to manage liquidity, not signal stimulus. Meanwhile, the ECB and SNB held rates steady, reflecting confidence in current policy
- European markets rally while sentiment on Wall Street stays subdued ahead of key data releases. In today’s #MovingMarkets podcast, Dr. Damien Ng from Next Generation Research says the outlook for the #biotech sector is finally brightening. Listen here:
- Anxiety surrounding AI-linked stocks continued to impact global equities as the week drew to a close. Tune in to today's #MovingMarkets podcast for the technical view from Mensur Pocinci on #precious metals, the #USD, and the likelihood of a year-end rally. Listen here:
- Equities rally post-Fed rate cut, but big tech lags. In today’s #MovingMarkets podcast, Tim Gagie, Head of PB Sales Geneva for FX and precious metals, shares his insights on current #currency and #metal market dynamics. Listen here: ➡️Apple Podcasts:
- Group CIO Yves Bonzon highlights how state-sponsored capitalism is the thing investors need to watch going into the next decade. Watch below as he shares why. ➡️ Learn more in our Secular Outlook publication: ow.ly/SFHi50XIkg1 #CIOViews #SecularOutlook
00:00 - Fed cuts rates to 3.5%–3.75%: US equities rise, the dollar slips, but Oracle’s AI outlook sours technology sentiment. Also on today’s #MovingMarkets podcast: Carsten Menke, Head of Next Generation Research, on what’s next for gold and silver. Listen here:
- It's Fed day! Dot plots, economic projections and the chair's comments after the rate decision will all be the real focus. Tune in to the #MovingMarkets podcast to find out our equity strategists’ preferred sectors for 2026, as well as their view on high valuations. Listen here:













