Markets pause for breath episode artwork

EPISODE · May 15, 2025 · 10 MIN

Markets pause for breath

from Moving Markets · host Julius Baer

European markets closed lower on Wednesday after the positive sentiment induced by the weekend’s interim trade deal between China and the US seemed to run of steam. The Dow Jones closed in the red, although the S&P 500 and Nasdaq Composite closed the day slightly higher, mainly driven by the mega-cap names and a few select beneficiaries of President Trump’s trade deals in Doha. US Treasury prices and gold felt the effect of easing trade tensions, as well as the market revising its expectations of Fed rate cuts in 2025. Asia’s equity markets were lower today. Carsten Menke, Head of Next Generation Research, joins the podcast to provide extra insight into gold’s move lower.00:00 Introduction: Helen Freer, Investment Writing00:24 Markets wrap-up: Bernadette Anderko, Investment Writing05:47 Gold: Carsten Menke, Head of Next Generation Research09:16 Closing remarks: Helen Freer, Investment WritingWould 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 May 15, 2025

European markets closed lower on Wednesday after the positive sentiment induced by the weekend’s interim trade deal between China and the US seemed to run of steam. The Dow Jones closed in the red, although the S&P 500 and Nasdaq Composite closed the day slightly higher, mainly driven by the mega-cap names and a few select beneficiaries of President Trump’s trade deals in Doha. US Treasury prices and gold felt the effect of easing trade tensions, as well as the market revising its expectations of Fed rate cuts in 2025. Asia’s equity markets were lower today. Carsten Menke, Head of Next Generation Research, joins the podcast to provide extra insight into gold’s move lower.00:00 Introduction: Helen Freer, Investment Writing00:24 Markets wrap-up: Bernadette Anderko, Investment Writing05:47 Gold: Carsten Menke, Head of Next Generation Research09:16 Closing remarks: Helen Freer, Investment WritingWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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This episode was published on May 15, 2025.

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European markets closed lower on Wednesday after the positive sentiment induced by the weekend’s interim trade deal between China and the US seemed to run of steam. The Dow Jones closed in the red, although the S&P 500 and Nasdaq Composite closed...

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