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EPISODE · May 19, 2026 · 11 MIN

Markets caught between peace hopes and rising tensions

from Moving Markets · host Julius Baer

Global equities are caught between hopes for a peace deal and rising Middle East tensions, with Brent fluctuating around USD 100 per barrel. In the US, strong market breadth contrasts with weakness in technology stocks, weighing on major equity indices. Japan and Switzerland posted stronger-than-expected Q1 growth, highlighting resilience despite geopolitical tensions and high oil prices. Carsten Menke, Head of Next Generation Research, discusses India’s decision to double import duties on gold and silver.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:07) - The impact of India's new gold tariffs: Carsten Menke, Head of Next Generation Research (10:16) - Closing remarks: Bernadette Anderko, 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.

Episode metadata supplied by the publisher feed · Published May 19, 2026

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