Earnings boost markets but tariffs loom large

Q: How long is this episode of Moving Markets?

This episode is 11 minutes long.

Q: When was this Moving Markets episode published?

This episode was published on August 7, 2025.

Q: Can I download this Moving Markets episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

Markets are in a positive mood, driven by corporate earnings that are exceeding expectations, and this is despite further 'tariff sabre-rattling' by President Donald Trump, who announced a potential 100% tariff on chips and semiconductors that are not manufactured in the US. Meanwhile, Switzerland has yet to successfully negotiate a reduction in the US tariff of 39%. Yields are slightly higher this morning, partly due to the underwhelming demand in yesterday’s auction of new 10-year US Treasuries. For insights into the bank's investment strategy, we are joined by Nicolas Jordan from the CIO Investment Analysis team.(00:00) - Introduction: Helen Freer, Investment Writing (00:24) - Markets wrap-up: Roman Canziani, Head of Investment Writing (05:47) - Update from the CIO Office: Nicolas Jordan, CIO Investment Analysis (10:43) - Closing remarks: Helen Freer, 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.

PodParley-generated summary based on available episode metadata and transcript content.

Share this episode

Similar Episodes

THUNDER & SUNS | Best Bets & Odds on Kalshi & Polymarket

Apr 25, 2026 ·9m

PHILLIES & BRAVES | Best Bets & Odds on Kalshi & Polymarket

Apr 24, 2026 ·5m

BRAVES & PHILLIES | Best Bets & Odds on Kalshi & Polymarket

Apr 24, 2026 ·9m

April 20-23 | Ledger Recap

Apr 24, 2026 ·11m

YANKEES & RED SOX | Best Bets & Odds on Kalshi & Polymarket

Apr 23, 2026 ·8m

CAVALIERS & RAPTORS | Best Bets & Odds on Kalshi & Polymarket

Apr 23, 2026 ·10m

Similar Podcasts

Solving for Change MOBIA Technology Innovations Solving for Change welcomes business and technology leaders to share stories of bold business transformation within complex organizations. In an era when technology and markets are changing around businesses, the key to staying competitive is to evolve in response to those changes. MOBIA’s Mike Reeves and Marc LeBlanc investigate business transformation, deconstructing the challenges, ambitions, and market disruptions that drive companies to embark on transformation journeys, and exploring their unique approaches to achieving meaningful outcomes. What sparks leaders to pursue business transformation? How do they overcome the challenges along the way? What are the keys to creating enduring change? Through in-depth conversations with business and technology leaders, Mike and Marc answer these questions and explore how businesses evolve by pulling four key transformation levers: people, process, technology, and culture. Darknet Discussions Darknet Discussions Welcome to "Darknet Discussions," the podcast that gets into the shadows of the internet to bring you the most intriguing, enlightening, and sometimes unsettling stories from the dark web. Hosted by seasoned darknet aficionados, each episode of "Darknet Discussions" explores the intricate dynamics of darknet markets, cybersecurity threats, and the digital underworld. Join us as we interview experts, discuss the latest trends in cybercrime, and shed light on the technologies that operate beneath the surface of everyday internet use. Also, we occasionally go off on a tangent about something completely unrelated. Two Recruiters: Zero Filter Two Recruiters At Two Recruiters: Zero Filter, we're on a mission to demystify the hiring process, share insider tips, and empower you to maneuver through the professional world with confidence. With more than 30 years of combined experience navigating the intricate web of job markets, talent acquisition, and career development, we're here to spill the tea on everything career related. But wait, there’s more! We will dive into many life topics that are interesting to us as well. Get ready for a rollercoaster of insights, stories, and no-holds-barred advice!Join us for conversations that matter – where work, life, and authenticity collide in the most unexpected and rewarding ways. We Study Billionaires - The Investor’s Podcast Network The Investor's Podcast Network We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter <a hre

Frequently Asked Questions

How long is this episode of Moving Markets?