Beyond Markets

With tensions escalating in the Middle East, markets are on edge. Are we seeing a fundamental supply shock in oil —or just a sentiment-driven spike? What are the ripple effects on oil trade routes and prices? And will gold continue to benefit as a safe haven amid rising geopolitical risk and central bank demand?

Richard Tang, China Strategist and Head of Research Hong Kong, speaks with Norbert Rücker, Head of Economics and Next Generation Research, to unpack the implications for commodities—and what long-term investors should keep in mind.

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
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.