logo
episode-header-image
Aug 2025
14m 47s

So many all-time highs

JULIUS BAER
About this episode

Benchmark equity indices in the US, Italy, Spain, and the UK have surged to new highs, fuelled by a benign US inflation report and Germany's inflation data confirming a sub-2% reading. US Treasury Secretary Scott Bessent says US interest rates could be 150 to 175 basis points lower. Bitcoin has hit a new all-time high, with Ether also close to its record high. Japanese shares are down on a stronger yen, after previously reaching a record high. Norbert Rücker, Head of Economics and Next Generation Research, weighs in on the energy market outlook: from oil to gas and Friday's US-Russia summit.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:45) - Markets wrap-up: Mike Rauber, Product & Investment Content
  • (07:14) - Update on oil and gas: Norbert Rücker, Head of Economics & Next Generation Research
  • (13:34) - Closing remarks: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
Up next
Today
Tech turmoil and China’s market test
Meta Platforms sparked a broader sell-off across the semiconductor complex after reporting its first cash outflow in more than a decade. At the same time, government bonds rallied, pushing the 10-year US Treasury yield back below 5%. Meanwhile, pressure on French assets intensifi ... Show More
12m 54s
Yesterday
What a difference a day makes
On Wednesday equity markets across Europe rallied on the back of strong earnings announcements with even France’s CAC 40 gaining more than 1% on the day. Nervousness in French bonds markets continues though, with the 10-year government bond yield reaching 5% for the first time si ... Show More
12m 43s
Oct 21
Oil swings, markets broaden, SpaceX soars
Oil volatility, a broadening equity rally and earnings dominated markets yesterday. While Netflix disappointed, SpaceX delivered standout results and Elon Musk floated the idea of a potential tie-up with Tesla. In Asia, stronger semiconductor sentiment and robust Japanese export ... Show More
18m 35s
Recommended Episodes
Jul 2024
Stocks extend run
Markets hit new highs; Markets anticipate inflation data; Corning pops on AI strength; TSA screens record number passengers. 
1m 5s
Nov 2024
Bullish trends, financials and infrastructure, Bitcoin break out
Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November ... Show More
12m 3s
Jul 2025
Wall Street ends another week at record highs
It's been a busy few weeks on Wall Street's financial market, as stock valuations are close to record levels. The S&P 500 index has hit a string of all-time peaks this month, while US corporate borrowing costs are nearing their lowest level in decades, and Nvidia became the first ... Show More
49m 27s
Aug 2023
Booming markets neutralise impact of Fed's interest rate rises
<p>Rising stock prices and falling bond yields in the US have essentially neutralised the impact of the Federal Reserve’s interest rate rises, western oil and gas majors are expected to face renewed scrutiny of their energy transition plans, and China’s metals and mining investme ... Show More
8m 52s
Feb 2024
Three markets, three highs
<p>In the last few weeks, markets have hit highs in the US, Europe, and Japan. Today on the show, we try to understand what has powered the results. We talk about chip company Nvidia, but also renewed optimism in Japan and the arrival of a new acronym describing the leaders in Eu ... Show More
19m 51s
Sep 2024
Closing Bell Overtime: Dow, S&P 500 record closes; Rare Microsoft downgrade 9/23/24
<p>The Dow and S&P 500 closed at record highs – and our Mike Santoli gives a few market measures on why investor risk appetite is nowhere near stretched. Needham’s Laura Martin and LightShed’s Walter Piecyk on what their channel checks reveal from the iPhone 16’s first weekend of ... Show More
42m 44s
Nov 2024
Traders brace for latest inflation data
The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57) Show Notes Wells Fargo’s Growth List Dividend Roundup Russia mulling mega oil merger Episode transcripts: seekingalpha.com/w ... Show More
6m 49s