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Nov 2024
12m 29s

It’s US election day

JULIUS BAER
About this episode
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Yesterday
Fed divided, AI earnings diverging, oil ever higher
The US Federal Reserve remains on hold but is the most divided since 1992. Kevin Warsh advanced in a key Senate vote to become the new chairman of the Fed next month. The ascent of the oil price continues amid reports of another military escalation. Major US technology firms reaf ... Show More
18m 15s
Apr 29
Markets eye Big Tech earnings & final Powell rate call
Oil prices surged above USD 110 on supply concerns stemming from the stalled Iran war and news of an extended blockade of Iran. The rally was capped by historic news that the UAE will exit OPEC. In equities, AI-driven gains faltered amid questions about OpenAI’s growth prospects. ... Show More
10m 30s
Apr 28
Cautious markets, rising oil and the next phase of AI
Markets started the week on a cautious note as geopolitics, central bank meetings and rising oil prices kept risk appetite in check. European equities slipped, while US indices hovered near record highs, supported by big tech, despite a pause in the semiconductor rally. AI remain ... Show More
11m 25s
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