French turmoil and German stagnation – what it means for the ECB

French turmoil and German stagnation – what i...

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The View Beyond: Earnings growth beyond the Magnificent Seven

Equity markets in 2026 have delivered a volatile ride, with a strong rebound pushing most major indices into positive territory. But as investor focus narrows on AI and the so-called Magnificent Seven, where should attention shift for the remainder of the year—and what risks are ...  Show more

Stocks jump as oil and yields retreat

Markets rebounded after three tough sessions, fuelled by a reassuring Federal Reserve, easing yields, and falling oil prices. Julius Baer Chief Economist David Kohl breaks down what the latest Fed decision means for the US economy and shares his expectations for the Bank of Japan ...  Show more

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