Episode Details

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 fluctuated alongside moves in the dollar and bond yields. European equities closed higher despite lingering uncertainty, while the US showed a clear divergence: the Dow reached a record high, supported by defensive stocks, as tech weakness weighed on the Nasdaq. In Asia, the rotation out of tech continued, pressuring chip-heavy markets such as South Korea and Japan, with broader sentiment remaining cautious. Today, we were joined by David Kohl, Chief Economist, who shared insights on next week’s ECB meeting.

• (00:00) - Introduction: Mike Rauber, Product & Investment Content
• (00:41) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
• (07:59) - ECB preview: David Kohl, Chief Economist
• (13:16) - Closing remarks: Mike Rauber, Product & Investment Content

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