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Moving Markets Moving Markets Julius Baer Een Beetje Nederlands Een Beetje Nederlands Robin van der Markt Princeton UP Ideas Podcast Princeton UP Ideas Podcast New Books Network Pastor Rick's Daily Hope Pastor Rick's Daily Hope PastorRick.com Morning Meditation for Women Morning Meditation for Women Morning Meditation Pickup Truck +SUV Talk Pickup Truck +SUV Talk Tim Esterdahl A Través de la Biblia A Través de la Biblia RTM Estados Unidos Think Above Par | Your Mental Caddy for Golf Mindset & Performance Think Above Par | Your Mental Caddy for Golf Mindset & Performance Kathy Hart Wood On Geopolitics On Geopolitics Centre for Geopolitics Nervous Laughter Podcast Nervous Laughter Podcast Alyssa Hill, Jamie Thompson Nanarologie Nanarologie Greil SEO in 2026 SEO in 2026 Majestic.com Bodies Behind The Bus Bodies Behind The Bus Bodies Behind The Bus Evangelist Tim McVey - Daily Doctrine Evangelist Tim McVey - Daily Doctrine Timothy Matutina Matutina Saber Vivir Real Talk Personal Finance's Podcast Real Talk Personal Finance's Podcast RealTalkPersonalFinance Sex Party with Dustin Rybka Sex Party with Dustin Rybka Dustin Rybka ReInvent Healthcare ReInvent Healthcare Dr. Ritamarie Loscalzo Off The Grid: Leaving Social Media Off The Grid: Leaving Social Media Softer Sounds Missions to Movements Missions to Movements Dana Snyder New Books in Urban Studies New Books in Urban Studies New Books Network Breakout Business English - Improve your vocabulary and confidence using English at work. Breakout Business English - Improve your vocabulary and confidence using English at work. Chris - Breakout Business English New Books in European Politics New Books in European Politics New Books Network Fueled By Joy - Working Dog Podcast Fueled By Joy - Working Dog Podcast Josh Michaelis La Estrategia del Día Argentina La Estrategia del Día Argentina Bloomberg Línea Bible Brief  |  Discover the Story Bible Brief | Discover the Story Bible Literacy Foundation Exchanges: A Cambridge UP Podcast Exchanges: A Cambridge UP Podcast New Books Network TVBS財經 TVBS財經 TVBS City Cast Madison City Cast Madison City Cast Meditation for Anxiety Meditation for Anxiety Anxiety The Next Big Idea Daily The Next Big Idea Daily Next Big Idea Club MLB Trade Rumors Podcast MLB Trade Rumors Podcast MLB Trade Rumors NiEW EDITION from GRAND MARQUEE NiEW EDITION from GRAND MARQUEE J-WAVE The CrossFit Max Podcast The CrossFit Max Podcast CrossFit Max Sleep is My Waking Passion Sleep is My Waking Passion Alison Kole Morning Offering Morning Offering Good Catholic Dr. Nurse Mama Coaching Minute Dr. Nurse Mama Coaching Minute American Family Association
Moving Markets

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Moving Markets

Julius Baer

Winners and losers of Q2 2026

July 01, 2026 1:52am 11 min

Markets closed a volatile quarter with sharply lower oil and gold prices, while AI optimism continued to support equities on both sides of the Atlantic. European stocks posted their strongest quarter in over five years, ...

Prospective peace talks in Doha soothe markets

June 30, 2026 1:45am 11 min

After tensions rose again in the Middle East over the weekend, news yesterday that US envoys will travel to Doha for fresh talks with Iran today allowed markets room to rally. The Dow Jones, which now includes Alphabet, ...

US-Iran de-escalation and South Korea’s USD 1.3 trillion spending plan

June 29, 2026 1:55am 16 min

US-Iran tensions eased over the weekend, supporting risk sentiment going into the new week. However, Asian markets are mixed despite South Korea's pledge of major semiconductor investment, as tech sector concerns temper ...

The View Beyond: An investor's perspective of the mid-year outlook 2026

June 27, 2026 12:00am 41 min

With 2026 at its midpoint, investors are navigating an environment marked by geopolitical tensions, persistent inflation, and shifting growth dynamics across major economies. How are asset allocators responding, and what...

Sticky inflation meets tech weakness

June 26, 2026 1:46am 12 min

There was a mixed picture in financial markets yesterday as persistent US inflation continues to test the Federal Reserve’s patience. European equities climbed to fresh record highs, boosted by healthcare and chip stocks...

Micron's guidance boosts markets

June 25, 2026 1:50am 13 min

Not only did Micron’s fiscal Q3 earnings exceed expectations yesterday, but the company also guided for current-quarter revenue of USD 50 billion, positively surprising analysts and investors and boosting its share price...

Markets wobble: Is the AI rally running out of steam?

June 24, 2026 1:56am 12 min

Equity markets are facing renewed pressure as investors question whether AI-driven stocks, particularly semiconductors, can sustain their remarkable rally. All eyes are on Micron, set to report earnings after today’s clo...

Tech sell-off drowns out US–Iran oil news

June 23, 2026 1:49am 12 min

Markets reacted cautiously after the US granted Iran a temporary 60‑day licence to sell oil in USD. Euro area consumer confidence remained weak in June, and pressure on Hermès weighed on luxury stocks. In the UK, Sir Kei...

US and Iran agree on roadmap for final deal

June 22, 2026 1:44am 10 min

Progress in US–Iran talks in Switzerland helped ease geopolitical concerns. And while positive momentum in Asian tech lifted regional markets, European and US equity futures have started the week on a more cautious footi...

The View Beyond: China’s old and new tech divide

June 19, 2026 7:15pm 25 min

Against a shifting macro backdrop, markets are responding to easing geopolitical tensions following a US-Iran peace deal, with oil prices falling sharply and Asian equities rallying. Within China, however, a stark diverg...

A week dominated by geopolitics and central banks

June 19, 2026 1:56am 12 min

Global markets have been driven this week by a US–Iran deal, a more hawkish Fed under Kevin Warsh, and a Bank of Japan rate hike to multi-decade highs. Markets are now pricing in further US policy tightening, with record...

Hawkish Fed, calmer world? Markets reprice as geopolitics shift

June 18, 2026 2:02am 11 min

European equities extended their upward momentum, while US markets faced selling pressure after the first FOMC meeting under Chair Kevin Warsh delivered a surprisingly hawkish tone, pushing Treasury yields higher. Yet, s...

SpaceX overtakes Amazon in market cap

June 17, 2026 1:51am 15 min

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 geopol...

Markets rally on Iran progress as AI price war heats up

June 16, 2026 1:47am 12 min

Markets rallied strongly yesterday as easing geopolitical tensions between the US and Iran lifted risk sentiment, with European equities reaching fresh record highs and US indices surging across the board. Optimism was d...

Markets surge as Iran and US agree to a deal

June 15, 2026 2:03am 10 min

Yesterday, the US and Iran agreed to the immediate and permanent termination of military operations on all fronts, including in Lebanon. The deal is set to be signed on Friday and still allows for a 60-day window to nego...

The View Beyond: Our mid-year outlook for markets

June 13, 2026 12:00am 16 min

As global markets adjust to a world where capital is no longer abundant, investors face new challenges and opportunities. How should they adapt their portfolios, and what are the most compelling prospects for the second ...

Middle East developments and SpaceX debut captivate markets

June 12, 2026 1:53am 11 min

President Trump halted strikes on Iran yesterday and announced that a peace deal will be signed imminently. Markets reacted accordingly, with oil prices falling and equities rallying. Chip stocks contributed to the rally...

Markets under pressure: gold, rates, and rising tensions

June 11, 2026 1:50am 13 min

While European markets proved more resilient, US equities declined amid renewed escalation in the Middle East and fresh inflation data highlighting mounting pressure on US household budgets, driven in part by higher ener...

Fragile ceasefire meets IPO revival

June 10, 2026 1:51am 15 min

Markets saw a cautious session yesterday, as investors remained on edge amid ongoing Middle East uncertainty, with both European and US equities ending broadly lower. Overnight, tensions escalated sharply, with US strike...

All about tech – from semiconductors to data centres

June 09, 2026 1:48am 10 min

European equities closed off their lows as oil reversed most of its early 5% gain after easing Middle East tensions, leaving Brent near USD 94. Weak German factory orders weighed on sentiment, while stocks diverged, with...

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