New tariff threats fail to dent enthusiasm for equities episode artwork

EPISODE · Jul 10, 2025 · 19 MIN

New tariff threats fail to dent enthusiasm for equities

from Moving Markets · host Julius Baer

President Trump delivers more tariff letters and lays down the gauntlet to Brazil – announcing a 50% tariff on their exports into the US. Copper also faces a 50% import tariff. US markets rally on artificial intelligence enthusiasm as Nvidia buoys tech stocks, becoming the first company ever to reach a valuation of USD 4 trillion. Our Chief Economist, David Kohl, provides his thoughts on the latest tariff developments and what they might mean for the US economy and the dollar going forwards, and sticking with the tariff theme, Carsten Menke, Head of Next Generation Research, delves into the copper news and the multiple factors at play when it comes to pricing.(00:00) - Introduction: Helen Freer, Investment Writing (00:38) - Markets wrap-up: Bernadette Anderko, Investment Writing (05:54) - Tariff developments by David Kohl, Chief Economist (13:49) - Copper: Carsten Menke, Head of Next Generation Research (18:07) - 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.

Episode metadata supplied by the publisher feed · Published Jul 10, 2025

Embed this episode

NOW PLAYING

New tariff threats fail to dent enthusiasm for equities

0:00 19:16

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Moving Markets?

This episode is 19 minutes long.

When was this Moving Markets episode published?

This episode was published on July 10, 2025.

Can I download this Moving Markets episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!