The Presidential Whiplash Index

After two rough days for technology stocks, the S&P 500 and Nasdaq are trying to regain their footing, helped by a modest rebound in chip names in anticipation for Micron. The memory-chip maker reports earnings after the close, and investors are treating the event as a useful tes ...  Show more

For months, investors have rewarded the suppliers of the AI boom, especially chipmakers, because their role is obvious. If everyone needs more computing power, someone has to sell the hardware. That part of the trade still makes sense. The Philadelphia Semiconductor Index recentl ...  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