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Oct 2025
13m 36s

Markets rebound on upbeat earnings and e...

JULIUS BAER
About this episode

Stocks bounce back on diminishing fears regarding US regional bank credit quality and positive earnings reports. Meanwhile, French assets lag on the back of waning investor confidence and company specific news in the banking sector, and the gold rally continues. Today, we are joined by Eirini Tsekeridou from Fixed Income Research, who shares her thoughts on French bonds after the downgrade, on Argentina ahead of the mid-term elections on Sunday, and the credit jitters among US regional banks.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:54) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:28) - Bond market update: Eirini Tsekeridou, Fixed Income Research
  • (12:21) - Closing remarks: Helen Freer, Product & Investment Content

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