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Oct 2025
10m 26s

Turbulence, tensions & turnarounds

JULIUS BAER
About this episode
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Today
China’s tech stocks enter bear market territory
Earnings and Big Tech remain in focus, with Alphabet beating Wall Street’s expectations but causing some investors to take flight in the wake of projected capex spending. The rotation out of tech stocks continued on Wednesday - the Nasdaq Composite dropped 1.5%. China’s Hong Kong ... Show More
12m 55s
Yesterday
AI disruption, US Treasury funding, earnings, and emerging-market outperformance
The rotation out of technology stocks continued, with software shares selling off on AI‑disruption concerns, while cyclical stocks outperformed. WalMart reached a USD 1 trillion market‑cap milestone. German long‑dated yields hit their highest level since 2011 as heavy issuance li ... Show More
19m 31s
Feb 3
From turmoil to upswing: rebounding markets and a standout from Palantir
After a deep slump at the open, market sentiment turned and equity markets swung sharply into positive territory, while precious metals — which had been under intense pressure — began to claw back recent losses in the hours that followed. In the US, tech favourite Palantir impres ... Show More
10m 32s
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