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Oct 2025
11m 3s

Global equities rally on trade deal opti...

JULIUS BAER
About this episode

Global stocks rose on renewed optimism that the United States and China are nearing a trade agreement. The upbeat sentiment also lifted commodity prices, with copper and oil posting gains. In contrast, Treasuries declined and gold slipped. Looking ahead, investors face a pivotal week featuring interest rate decisions from four G7 central banks and earnings reports from five of the ‘Mag-7’ tech giants—Microsoft, Alphabet, Meta, Apple, and Amazon. Joining the show is Markus Wachter from our Technical Analysis team. He discusses the significance of Japan’s Nikkei breaking above the 50,000-point level and shares his outlook on the Swiss franc, anticipating the end of a prolonged consolidation phase.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:25) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (06:32) - Technical Analysis update: Markus Wachter, Technical Analysis
  • (09:54) - Closing remarks: Bernadette Anderko, Product & Investment Content


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