Equities extend post-election rally

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 ...  Afficher plus

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 ...  Afficher plus

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 ...

Austan Goolsbee, president of the Federal Reserve Bank of Chicago and a voter on the Fed’s interest rate-setting committee, speaks to the FT’s economics commentator Chris Giles about the outlook for the US economy amid a boom in AI investment, sluggish hiring, President Donald Tr ...  Afficher plus

European stock indices have outperformed the S&P 500 so far this year. The FT’s Aiden Reiter joins Katie Martin to discuss why investors are finally looking beyond US stocks and why Donald Trump’s policies could accidentally benefit global exporters. Also, we go short post ...

US stocks edge higher as Wall Street extends its record run despite the government shutdown entering day three. Economic data remains frozen, with the September jobs report delayed, but investors continue to ride the AI wave as Nvidia (NVDA) and OpenAI unveil new partnerships. Pr ...  Afficher plus