Moving Markets

Markets rebounded on Monday as declining oil prices during the day briefly eased inflation concerns, supported by IEA oil supply assurances and US comments on shipping through the Strait of Hormuz. European and US equities advanced, led by artificial‑intelligence names, with Nvidia in focus after its major product event. Australia’s central bank raised rates by 25 basis points. In Asia, markets flattened as oil prices climbed again amid Middle East tensions, and President Trump postponed his trip to China because of the Iran war, driving European equity futures into the red prior to open. Damien Ng from Next Generation Research discusses renewed investor and large‑cap pharma interest in biotechnology, with a focus on Genomics.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:55) - Markets wrap-up: Mike Rauber, Product & Investment Content
  • (06:44) - Emerging investment opportunities in gene testing and immunotherapy: Damien Ng, Next Generation Research
  • (13:07) - Closing remarks: Bernadette Anderko, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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.