Much to absorb in this data-heavy week

Excerpt from Beyond Markets Podcast, originally published on 12.09.2025.This episode is part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.In t ...  عرض المزيد

Excerpt from Beyond Markets Podcast, originally published on 01.10.2025.This episode is part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.Stru ...  عرض المزيد

Today we run down another solid session for the US market, with enthusiasm in abundance on the Nvidia investment in Intel, a development we discuss with Saxo Equity Strategist Ruben Dalfovo, together with the surge in ASML and Crowdstrike yesterday. Also, a preview of some nam ...

Today we profile European companies with exposure to AI with Saxo Equity Strategist Ruben Dalfovo, as we continue to wonder what AI names may be in a bubble. Elsewhere, we note ongoing divergences in this market, largely brush off the impact of yesterday's US economic data as ...

Join hosts Laura Watkins and Benjamin Ensor alongside some great guests as we look at the biggest financial services and fintech stories of the past week. Topics covered include: a LATAM fintech roundup featuring news from Nubank, Ualá, and Tako; Klarna announcing plans to IPO i ...  عرض المزيد

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News US Semiconductor & Networking Reporter Ian King discusses Nvidia's quarterly sales coming in at about $43 billion, slightly above analysts' estimates, but gross profit margins will be tighter tha ...  عرض المزيد