Moving Markets

US equity markets continued to sell-off yesterday, driven by disappointing tech-earnings, Chinese AI innovations, and the ongoing uncertainty surrounding Trump's tariff policy – even after he decided to exempt some goods from Mexico and Canada. In contrast, European equities largely defied the trend, with German equities continuing to rally. Joining us today to discuss the energy landscape is Norbert Ruecker, Head of Economics & Next Generation Research, who discusses the potential implications of a ceasefire deal in Ukraine on energy prices.

00:00 Introduction by Helen Freer (Investment Writing)
0025 Markets wrap-up by Jan Bopp (Investment Writing)
06:33 Geopolitics and energy markets by Norbert Rücker (Head of Economics & Next Generation Research)
11:39 Closing remarks by Helen Freer (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.