European markets dropped yesterday but US stocks rebounded and the S&P 500 index closed up 0.6%, although this wasn’t enough to stop the benchmark index from posting its worst month in two years. Gold hit a fresh all-time high, up 1.2%, as investors sought safety amid concerns over the Trump administration's imminent tariffs and their potential impact on inflation and growth. Also on today’s podcast, we are joined by Norbert Rücker, Head of Economics & Next Generation Research, who shares his outlook on energy markets.

00:00 Introduction by Helen Freer (Investment Writing)

00:24 Markets wrap-up by Jonti Warris (Investment Writing)

06:22 Energy markets by Norbert Rücker (Head of Economics & Next Generation Research)

10:15,5 Closing remarks by Helen Freer (Investment Writing)

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