Earnings and trade deals keep markets busy episode artwork

EPISODE · Jul 23, 2025 · 11 MIN

Earnings and trade deals keep markets busy

from Moving Markets · host Julius Baer

The current earnings season is proving particularly intriguing, with some companies surpassing analyst expectations and others struggling, particularly due to the impact of US tariffs. On the subject of tariffs, the recently announced US-Japan trade deal has boosted market confidence and fuelled optimism that others, such as the European Union, may also be able to secure similar deals. Meanwhile, attention is slowly but surely shifting towards interest rate decisions, with the ECB set to announce its decision tomorrow and the US Federal Reserve scheduled to follow next week. Joining us on the show today is Manuel Villegas from Next Generation Research, who provides an update and outlook on the crypto space.(00:00) - Introduction: Jan Bopp, Investment Writing (00:35) - Markets wrap-up: Lucija Caculovic, Investment Writing (07:10) - Digital assets: Manuel Villegas, Next Generation Research (10:37) - Closing remarks: Jan Bopp, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Episode metadata supplied by the publisher feed · Published Jul 23, 2025

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Earnings and trade deals keep markets busy

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