Moving Markets

Markets saw a cautious session yesterday, as investors remained on edge amid ongoing Middle East uncertainty, with both European and US equities ending broadly lower. Overnight, tensions escalated sharply, with US strikes on Iran followed by retaliatory actions across the Gulf, placing further strain on an already fragile ceasefire. Despite these developments, oil prices remained relatively contained. Macro data painted a mixed but broadly stable picture, with solid US housing demand, a sharply narrowing trade deficit, and modest growth signals from Europe. In Asia, rising producer prices in China and Japan highlighted ongoing cost pressures, keeping central banks in focus. Today, we were joined by Mathieu Racheter, Head of Equity Strategy Research, who discussed the revival of the IPO market and what investors should watch for in the months ahead.

  • (00:00) - Introduction: Jan Bopp, Product & Investment Content
  • (00:38) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:02) - The great IPO comeback: Mathieu Racheter, Head of Equity Strategy Research
  • (14:15) - Closing remarks: Jan Bopp, 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.