Higher ground – equities rise on rate hopes and merger activity episode artwork

EPISODE · Sep 10, 2025 · 18 MIN

Higher ground – equities rise on rate hopes and merger activity

from Moving Markets · host Julius Baer

Stocks in the US hit another all-time high on expectations that the Federal Reserve will fight the slowdown in jobs growth with interest rate cuts. US inflation data out today and tomorrow will be the next test for markets. The Anglo/Teck ‘merger-of-equals’ creates a premier global player in copper and critical minerals. Today, we are joined by Mathieu Racheter, Head of Equity Strategy, who explains why he believes markets will grind higher into year-end, and Tim Gagie, Head of FX/PMPrivate Banking Sales Geneva, who shares his current insights on currencies and metals markets.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:35) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (07:39) - Equity market update: Mathieu Racheter, Head of Equity Strategy Research (13:03) - FX and metals: Tim Gagie, Head of FX/PM PB Geneva (17:14) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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