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Middle East tensions and US rates in focus

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Manage episode 489694015 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

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.

  continue reading

750 episodes

Artwork
iconShare
 
Manage episode 489694015 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

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.

  continue reading

750 episodes

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