AI Mania Masks Trade War Risks

Today's trading session has one obvious main character: Nvidia. The chipmaker reports after the close, and investors are treating the event less like a quarterly update than a market-wide health check, since the company is the clearest symbol of the AI boom. If its results are st ...  Show more

What happens when the stocks that carried the rally begin to look expensive at the same time bonds start flashing warning signs? That is the uncomfortable setup facing U.S. equities this Tuesday. The pressure is most visible in chip stocks. Nvidia is down again before the open, o ...  Show more

Stocks closed well off their lows of the day, but a stark warning from JPMorgan CEO Jamie Dimon may be reason for investors to pause. We dive into what he said, and why markets might be missing his message. Plus Chinese stocks are on pace for their worst start to the year sinc ...

Send us Fan MailDollar gains slightly on hawkish Fed remarks. Investors scale back their Fed rate cut bets. China’s CPI rises for the third straight month. US stocks stay supported despite rebound in yields.Risk Warning: Our services involve a significant risk and can result in t ...  Show more

The IMF hikes its U.S. forecast for 2024 but Germany weighs on the European outlook. The IMF’s Director of the Monetary and Capital Markets department, Tobias Adrian tells CNBC there are reasons for optimism. The S&P 500 suffers its first back-to-back session loss since Se ...

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving M ...  Show more