Uncertainty Spreads Faster Than Data

The latest U.S. consumer-price data came in softer than expected. That set off excitement, hope and spreadsheets full of rate-cut fantasies. Markets now put roughly a one-in-four chance on a Federal Reserve cut in January and are almost certain about one by April. Yet the same re ...  عرض المزيد

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%) ...  عرض المزيد

Send us a text

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 ...  عرض المزيد

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 ...  عرض المزيد