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Aug 2025
13m 24s

Plenty on the plate for markets

JULIUS BAER
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Today
US-Iran de-escalation and South Korea’s USD 1.3 trillion spending plan
US-Iran tensions eased over the weekend, supporting risk sentiment going into the new week. However, Asian markets are mixed despite South Korea's pledge of major semiconductor investment, as tech sector concerns temper enthusiasm. Markus Wachter from our Technical Analysis team ... Show More
16m 27s
Jun 27
The View Beyond: An investor's perspective of the mid-year outlook 2026
With 2026 at its midpoint, investors are navigating an environment marked by geopolitical tensions, persistent inflation, and shifting growth dynamics across major economies. How are asset allocators responding, and what does this mean for portfolio construction in the months ahe ... Show More
41m 23s
Jun 26
Sticky inflation meets tech weakness
There was a mixed picture in financial markets yesterday as persistent US inflation continues to test the Federal Reserve’s patience. European equities climbed to fresh record highs, boosted by healthcare and chip stocks, while US markets diverged, with tech weakness weighing on ... Show More
12m 17s
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