EPISODE · Jul 7, 2025 · 9 MIN
Renewed tariff threats
from Moving Markets · host Julius Baer
Investors are seeking protection in more defensive areas of the market as US President Donald Trump ratchets up trade tensions. European and US equity futures plunge alongside Asian shares amidst fresh tariff uncertainty ahead of the Wednesday tariff deadline. However, 1 August appears to be the new deadline, allowing certain countries more time for negotiations. Mensur Pocinci, Head of Technical Analysis, talks about the optical illusion of recent all-time highs in US equities and the need to hedge US dollar assets, particularly for Swiss franc investors.(00:00) - Introduction: Helen Freer, Investment Writing (00:28) - Markets wrap-up: Jan Bopp, Investment Writing (05:46) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (08:06) - 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.
What this episode covers
Investors are seeking protection in more defensive areas of the market as US President Donald Trump ratchets up trade tensions. European and US equity futures plunge alongside Asian shares amidst fresh tariff uncertainty ahead of the Wednesday tariff deadline. However, 1 August appears to be the new deadline, allowing certain countries more time for negotiations. Mensur Pocinci, Head of Technical Analysis, talks about the optical illusion of recent all-time highs in US equities and the need to hedge US dollar assets, particularly for Swiss franc investors.(00:00) - Introduction: Helen Freer, Investment Writing (00:28) - Markets wrap-up: Jan Bopp, Investment Writing (05:46) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis (08:06) - 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.
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Renewed tariff threats
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