Stocks stay put and yields rise as tariffs are back in vogue

Stocks stay put and yields rise as tariffs ar...

JULIUS BAERJULIUS BAER

Up next

The View Beyond: An investor's perspective of the mid-year outlook 2026

With 2026 at its midpoint, investors are navigating an environment marked by geopolitical tensions, persistent inflation, and shifting growth dynamics across major economies. How are asset allocators responding, and what does this mean for portfolio construction in the months ahe ...  Show more

 . 41min 23sec
Sticky inflation meets tech weakness

There was a mixed picture in financial markets yesterday as persistent US inflation continues to test the Federal Reserve’s patience. European equities climbed to fresh record highs, boosted by healthcare and chip stocks, while US markets diverged, with tech weakness weighing on ...  Show more

 . 12min 17sec

Recommended Episodes

Market Volatility Raises Risk-On or Risk-Off Question
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ...  Show more

 . 34min 9sec
US Stocks and Dollar Tank. What’s Next? - Ep 1015
The Peter Schiff Show Podcast

Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments.Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/goldStart your free online visit today at https://hims.com/goldIn this e ...  Show more

 . 1h 1min
231: A New Era for Fixed Income Investors: Prioritizing Income in a Volatile Market – LIVE FROM FUTUREPROOF FESTIVAL
The Bid

Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of The Bid, we explore why fixed inc ...  Show more

 . 17min 3sec
Dollar, Treasuries and Stocks extend slide on fiscal concerns
Global Market Insights - Forex, Futures, Stocks

Send us Fan MailDollar extends slide as Trump’s bill seen ballooning US debt. Treasuries fall as well, 30-year yield climbs to highest since Nov. 2023. Wall Steet closes lower, gold and other safe havens gain. Oil pulls back as US and Iran prepare for new round of talks.Risk Warn ...  Show more

 . 3min 58sec