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EPISODE · Sep 30, 2025 · 13 MIN

Markets hold firm as shutdown fears loom

from Moving Markets · host Julius Baer

European markets closed higher yesterday, buoyed by strong performances in the healthcare and luxury sectors. In the US, concerns over a potential government shutdown failed to dampen investor sentiment, as a rebound in AI-related stocks helped support equity markets. Beyond market movements, President Trump unveiled a proposed plan to address the conflict in Gaza, alongside announcing a new wave of tariffs targeting a wide range of goods from films to furniture. In commodities, gold continues its impressive rally, reaching yet another record high. Meanwhile, oil prices declined sharply amid expectations that OPEC+ may increase output in November. Joining us on today’s episode is James Haunso from Next Generation Research, who shares a timely and insightful update on the cybersecurity investment theme.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:35) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (07:15) - Cybersecurity: James Haunso, Next Generation Research (12:04) - 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 Sep 30, 2025

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Markets hold firm as shutdown fears loom

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