Moving Markets

Equity gains on Monday were modest and fragile. Risk appetite is fading as investors focus on President Trump’s deadline, rising oil prices, and Middle East tensions. Strong US payrolls on Friday contrast with weaker services employment and rising input costs on Monday, leaving uncertainty over whether inflation pressures will persist. Technology remains a key theme: strong AI demand supported Samsung and Broadcom, while potential IPOs from SpaceX, Anthropic, and OpenAI point to rising competition for a limited pool of capital. Norbert Rücker, Head of Economics and Next Generation Research, comments on developments in energy markets ahead of President Trump’s deadline.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:55) - Markets wrap-up: Mike Rauber, Product & Investment Content
  • (06:29) - Energy: Norbert Rücker, Head of Economics & Next Generation Research
  • (10:01) - Closing remarks: Bernadette Anderko, Product & Investment Content

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What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.