Moving Markets

Markets await clarity on US involvement in the Middle East conflict. The US Federal Reserve holds rates steady, citing inflation and tariff uncertainty. US bank stocks rise on deregulation hopes, while crypto stocks surge after stablecoin legislation passes. The Swiss National Bank will be the first major central bank to lower interest rates to 0% today. Norbert Rücker, Head of Economics and Next Generation Research, provides our latest views on the oil market amid the war in the Middle East. Mathieu Racheter, Head of Equity Strategy, talks about two interesting markets amid all the uncertainty: Swiss mid-caps and Indian stocks.

  • (00:00) - Introduction: Bernadette Anderko, Investment Writing
  • (00:31) - Markets wrap-up: Mike Rauber, Investment Writing
  • (05:17) - Oil: Norbert Rücker, Head of Economics & Next Generation Research
  • (09:30) - Equity markets: Mathieu Racheter, Head of Equity Strategy
  • (13:32) - Closing remarks: Bernadette Anderko, Investment Writing

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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.