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Global stocks are on course for their best month in three years, as bond yields continue to tumble on speculation that the US Federal Reserve is done tightening and will start cutting rates next year. This has led to the US dollar falling further against its peers, with the greenback set for its worst month in a year. Norbert Rücker, Head of Economics & Next Generation Research, talks to us about the outlook for the oil market and why he thinks the European energy crisis is behind us. And we hear from Nicolas Jordan, CIO Strategy & Investment Analysis, on the outlook for the global economy and whether the year-end rally still has legs.
00:00 Introduction by Helen Freer (Investment Writing)
00:28 Markets wrap-up by Jonti Warris (Investment Writing)
05:31 Update on energy markets by Norbert Rücker (Head of Economics & Next Generation Research)
10:48 Latest news from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)
13:50 Closing remarks by Helen Freer (Investment Writing)
Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.
By Julius Baer5
44 ratings
Global stocks are on course for their best month in three years, as bond yields continue to tumble on speculation that the US Federal Reserve is done tightening and will start cutting rates next year. This has led to the US dollar falling further against its peers, with the greenback set for its worst month in a year. Norbert Rücker, Head of Economics & Next Generation Research, talks to us about the outlook for the oil market and why he thinks the European energy crisis is behind us. And we hear from Nicolas Jordan, CIO Strategy & Investment Analysis, on the outlook for the global economy and whether the year-end rally still has legs.
00:00 Introduction by Helen Freer (Investment Writing)
00:28 Markets wrap-up by Jonti Warris (Investment Writing)
05:31 Update on energy markets by Norbert Rücker (Head of Economics & Next Generation Research)
10:48 Latest news from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)
13:50 Closing remarks by Helen Freer (Investment Writing)
Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.

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