Moving Markets

Geopolitical tensions in the Middle East have escalated over the weekend, with coordinated strikes by the US and Israel targeting Iranian facilities and leadership. In response, Iran has launched retaliatory strikes across the Gulf region. The surge in hostilities has placed global markets under heightened scrutiny. Equity indices are trading lower, while safe-haven assets - including the Swiss franc and gold - are seeing increased demand. Oil prices have spiked overnight, driven by fears of potential supply disruptions in one of the world’s most critical energy regions. In this episode, Norbert Rücker, Head of Economics and Next Generation Research, provides timely analysis on the evolving geopolitical landscape and its implications for global investors. He is joined by Mensur Pocinci, Head of Technical Analysis, who outlines key technical support levels for equity markets and shares his outlook for oil and precious metals.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:41) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (06:26) - Middle East situation: Norbert Rücker, Head of Economics and Next Generation Research
  • (10:18) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (12:13) - 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.