Podcast Episodes
Back to Search
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-drive…
4 months, 2 weeks ago
Who will be the next trillion-dollar tech giant?
AI fever is fuelling a fresh wave of market excitement, with soaring valuations and high-profile endorsements pointing to the next potential trillion…
4 months, 2 weeks ago
Geopolitics push oil higher while AI momentum powers US markets
Markets were mixed yesterday, with Middle East tensions driving a sharp rise in oil and weighing on sentiment. European equities edged lower, while a…
4 months, 2 weeks ago
Markets boosted by AI as they shrug off the lack of a deal
US equity indices closed the week at new record highs, topping off a winning month as tech stocks once again provided the momentum. Despite no agreem…
4 months, 3 weeks ago
The View Beyond: Waiting for the gold rally to resume
After a period of relative calm, gold has re-emerged as a focal point for investors amid geopolitics, shifting central bank strategies, and evolving …
4 months, 3 weeks ago
US equities at all-time highs, while oil plunges in May
US equities surged to record highs on optimism over a potential US–Iran ceasefire extension, with the S&P 500, Nasdaq, and Russell 2000 all closing a…
4 months, 3 weeks ago
Oil swings and AI soars: US markets hit new highs
Oil prices are swinging on every twist in the Middle East, while AI continues to dominate global markets. Europe’s stocks are under pressure from hig…
4 months, 3 weeks ago
More chip makers join the USD 1 trillion market-cap club
Global equities extended their record rally as momentum in technology shares accelerated and geopolitical tensions eased. Micron and SK Hynix have jo…
4 months, 3 weeks ago
AI rally meets weak consumers, and healthcare innovation
Despite US consumer confidence falling to a record low, the S&P 500 extended gains last week, driven by semiconductors, as AI enthusiasm remains stro…
4 months, 3 weeks ago
The View Beyond: From petrodollars to a new world order?
The petrodollar system has long been a cornerstone of global finance, underpinning the US dollar’s dominance for decades. But as energy markets shift…
4 months, 4 weeks ago