EPISODE · Nov 26, 2025 · 18 MIN
Risk-on sentiment drives stocks higher as oil pulls back on Ukraine developments
from Moving Markets · host Julius Baer
Equity markets continue to rally amid improving investor sentiment and rising expectations of further US interest rate cuts. Meanwhile, oil prices are trading lower, driven by signs of de-escalation efforts in relation to Russia’s war in Ukraine. In today’s programme, we are joined by Nenad Dinic, Equity Strategy Research analyst, who shares his insights on why a stronger Japanese yen is unlikely to hinder the ongoing rise of Japanese equities.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:31) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:44) - Japan update: Nenad Dinic, Equity Strategy Research (17:28) - 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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Risk-on sentiment drives stocks higher as oil pulls back on Ukraine developments
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