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Oct 2025
14m 14s

AI-powered markets hit new highs, but ma...

JULIUS BAER
About this episode

As European markets experience some profit-taking ahead of key central bank meetings, all major US stock indices closed at record highs. However, market breadth remains narrow, driven primarily by gains in just a few mega-cap technology stocks. Today, we welcome Dario Messi, Head of Fixed Income Research, who shares his outlook on upcoming interest rate decisions from the Federal Reserve and the European Central Bank – and what these developments could mean for fixed income investors.

  • (00:00) - Introduction: Lucija Caculovic, Product & Investment Content
  • (00:35) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (07:54) - Fixed income & central banks: Dario Messi, Head of Fixed Income Research
  • (13:09) - Closing remarks: Lucija Caculovic, Product & Investment Content


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