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Oct 2025
10m 26s

Turbulence, tensions & turnarounds

JULIUS BAER
About this episode

Markets swung wildly last week as easing US-China trade tensions clashed with fresh regional bank fears. While Wall Street rebounded on Friday, Europe lagged amid banking and defence sector woes. Bond yields fell, gold slipped, and this morning Asia rallied on Japanese political shifts. All eyes now turn to earnings and US inflation data later this week. Mensur Pocinci, Head of Technical Analysis, explains why he still likes gold and why he expects equity markets to kick-off a year-end rally.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:27) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (05:51) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (09:21) - Closing remarks: Bernadette Anderko, Product & Investment Content

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