Chips Light the Market Fuse

Markets briefly cheered a dramatic arrest, then remembered that oil wells do not refill themselves and wars rarely come with balance-sheet clarity. Energy and defence stocks enjoyed their moment in the sun, while everyone else squinted at commodities, jobs data and central banks ...  Afficher plus

Washington staged a regime change : markets checked their screens and went back to work. Venezuela's vast oil riches may one day matter again, but for now traders are treating tanks and headlines as background noise. In a world of rate cuts, data drops and earnings season, geopol ...  Afficher plus

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Dollar 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 support ...

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 ...  Afficher plus

On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ...  Afficher plus