Tariffs remain top of mind

Excerpt from Beyond Markets Podcast, originally published on 08.04.2025.This episode is part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.In t ...  Afficher plus

Excerpt from Beyond Markets Podcast, originally published on 13.08.2025.This episode is part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.In t ...  Afficher plus

President Donald Trump thinks that Asia's goods exports are automatically America's loss and as part of his ‘reciprocal’ tariff policy, he has imposed some of the highest import taxes on goods from south-east Asia. So what does this mean for the region? And are Trump's policies p ...  Afficher plus

Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focu ...  Afficher plus

MRKT Matrix - Monday, January 27th S&P 500 slides, Nasdaq drops 3% in sharp AI stock sell-off spurred by China's DeepSeek (CNBC) What Is China’s DeepSeek and Why Is It Freaking Out the AI World? (Bloomberg) Nvidia’s $560 Billion DeepSeek Rout Is Largest in Market History (Bloombe ...  Afficher plus

Our Head of Foreign Exchange & Emerging Markets Strategy James Lord discusses how much tariff-driven volatility investors can expect in currency markets this year.

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Welcome to Thoughts on the Market. I’m Jam ...