Long term yields spike on fiscal concerns – stocks dive and gold rallies

Long term yields spike on fiscal concerns – s...

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A reality check for AI?

Markets delivered a mixed session yesterday, driven by geopolitical tensions, a sharp semiconductor sell-off following Broadcom’s disappointing results, and steady macro data from Switzerland and the US. Oil remained driven by developments in the Middle East, while gold fluctuate ...  Show more

From record highs to a reality check – Julius Baer Group CIO Yves Bonzon on markets

The S&P 500 snapped its nine-day winning streak yesterday, as renewed tensions in the Middle East dented risk sentiment, and momentum in the AI-driven rally eased. At the same time, bond yields pushed higher on the back of resilient labour market data, reigniting concerns that in ...  Show more

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