Oil spike rekindles inflation fears, putting markets on edge episode artwork

EPISODE · Mar 19, 2026 · 15 MIN

Oil spike rekindles inflation fears, putting markets on edge

from Moving Markets · host Julius Baer

Equity markets are sliding and bond yields are climbing as oil and gas prices surge amid a new wave of escalation in the Middle East. At the same time, central bankers are holding their breath as inflation expectations edge higher. In today’s episode, we welcome Norbert Rücker, Head of Economics and Next Generation Research, and Carsten Menke, Head of Next Generation Research, who share their latest insights on the future trajectory of energy and precious metals prices.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:34) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:46) - Energy markets: Norbert Rücker, Head of Economics & Next Generation Research (11:29) - Precious Metals: Carsten Menke, Head of Next Generation Research (14:57) - 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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