The Calm Before the Quarterly Storm

The long awaited CPI data delivered a good surprise for investors. Inflation did what they have been begging it to do: it behaved. Prices rose in November, but gently. Headline inflation came in at 2.7% and core inflation at 2.6%. Both were well below expectations (3.1% and 3.0%) ...  Afficher plus

For some investors, the economy is cooling just enough to justify lower interest rates. But others say there are stubborn facts: inflation still above target, a global backdrop where other rich countries are talking about tightening, not easing, and a technology boom financed wit ...  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