Stocks stage a comeback

Stocks stage a comeback

JULIUS BAERJULIUS BAER

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Yields surge, oil climbs: is a market reality check coming?

Global markets are kicking off the week on the back foot as government bond yields surge to multi-year highs, reigniting concerns about stagflation. Oil prices climbed another 2% overnight, with no quick resolution in sight for the ongoing Middle East tensions. In today’s episode ...  Show more

 . 11min 45sec
The View Beyond: The AI story behind US equity highs

Despite geopolitical tensions, US equity markets have reached record highs, with artificial intelligence at the heart of this surge. What is driving these historic moves? How are investors positioning themselves to both capture the opportunities and manage the risks? In this epis ...  Show more

 . 28min 21sec

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Bitcoin surged past $60K to its highest point in 2 years — We think it’s a FOMO rally, which can quickly become a NOMO drop.Beyond Meat stock popped 30% on a surprise new customer: Europeans – Because Europeans have a better taste for sustainability than Americans do.And Teledoc, ...  Show more

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US Stocks and Dollar Tank. What’s Next? - Ep 1015
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Turkish lira is a time bomb!
Market Talk: What’s up today? | Swissquote

The Norwegian central bank raised the interest rates by 50bp yesterday and said that there will be a similar move in September, to tackle the soaring inflation in Norway. The Philippines hiked by 50bp as well, to cool inflation. The Federal Reserve (Fed) minutes released this Wed ...  Show more

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2025 Mid-Year Market Review: Stocks, Tariffs, AI & What’s Next
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Markets staged a stunning rebound in the first half of 2025 - after a brutal start that saw the S&P 500 plunge into bear market territory. Anthony and Piers rewind the chaos: Trump’s tariff shock on “Liberation Day,” the inflation scare that followed, and how a market left for de ...  Show more

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