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Aug 2025
13m 24s

Plenty on the plate for markets

JULIUS BAER
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Yesterday
Risk-off mood deepens as inflation and oil jolt markets
Markets showed a broad risk-off tone on Tuesday, with equities weaker and bond yields moving higher. Oil prices surged as hopes for a US–Iran deal faded, stoking inflation concerns after stronger-than-expected US inflation data. Dario Messi, Head of Fixed Income Research, explain ... Show More
17m 7s
May 12
US tech rally continues while Europe lags and oil climbs
European markets were weighed down by declines in the luxury sector yesterday, as concerns over weakening global demand dampened sentiment. In contrast, major US indices reached fresh record highs, led by strong gains in the technology sector. Meanwhile, oil prices are climbing a ... Show More
11m 29s
May 11
US equities up for six weeks in a row
Strong earnings and resilient jobs data are prompting markets to rule out rate cuts this year. Semiconductor stocks continue to lead gains across the US and Asia, with South Korea and Japan hitting new highs, supported by AI investment. Inflation pressures reflected in China’s da ... Show More
11m 52s
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