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Oct 2025
10m 38s

Monday’s European and US equity rally su...

JULIUS BAER
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Today
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
May 9
The View Beyond: Reading between China’s headline indices
Global equity markets have performed strongly, led by the AI-driven rally across the US, Japan, and Korea, while China’s headline indices have lagged in comparison. Yet beneath the surface, performance has been more nuanced, with parts of the market showing stronger momentum than ... Show More
25m 19s
May 8
Risk‑off mood returns as oil rebounds and uncertainty lingers
Markets remained on edge as ongoing uncertainty around a potential US–Iran agreement drove a clear risk‑off tone. European equities moved broadly lower, while US indices pulled back after briefly touching record highs, weighed down by weakness in technology and semiconductors. Oi ... Show More
11m 45s
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