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Aug 2025
11m 21s

Financial markets cautiously optimistic ...

JULIUS BAER
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Yesterday
Markets rally on Iran progress as AI price war heats up
Markets rallied strongly yesterday as easing geopolitical tensions between the US and Iran lifted risk sentiment, with European equities reaching fresh record highs and US indices surging across the board. Optimism was driven by a framework agreement pointing towards a gradual re ... Show More
12m 57s
Jun 15
Markets surge as Iran and US agree to a deal
Yesterday, the US and Iran agreed to the immediate and permanent termination of military operations on all fronts, including in Lebanon. The deal is set to be signed on Friday and still allows for a 60-day window to negotiate issues around Iran’s nuclear program. Evidently some d ... Show More
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Jun 13
The View Beyond: Our mid-year outlook for markets
As global markets adjust to a world where capital is no longer abundant, investors face new challenges and opportunities. How should they adapt their portfolios, and what are the most compelling prospects for the second half of 2026? Christian Gattiker, Head of Research at Julius ... Show More
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