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Sep 2025
13m 11s

Markets hold firm as shutdown fears loom

JULIUS BAER
About this episode

European markets closed higher yesterday, buoyed by strong performances in the healthcare and luxury sectors. In the US, concerns over a potential government shutdown failed to dampen investor sentiment, as a rebound in AI-related stocks helped support equity markets. Beyond market movements, President Trump unveiled a proposed plan to address the conflict in Gaza, alongside announcing a new wave of tariffs targeting a wide range of goods from films to furniture. In commodities, gold continues its impressive rally, reaching yet another record high. Meanwhile, oil prices declined sharply amid expectations that OPEC+ may increase output in November. Joining us on today’s episode is James Haunso from Next Generation Research, who shares a timely and insightful update on the cybersecurity investment theme.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:35) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:15) - Cybersecurity: James Haunso, Next Generation Research
  • (12:04) - Closing remarks: Bernadette Anderko, Product & Investment Content


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