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EPISODE · Apr 15, 2026 · 10 MIN

Stocks closing in on record highs

from Moving Markets · host Julius Baer

Investors grapple with rising stagflation fears amid slowing growth and persistent inflation, yet optimism over renewed US-Iran peace talks has fuelled a broad equity rally, pushing major markets close to record highs. Banks are reporting booming trading revenues even as they sounded a note of caution about the ripple effect of higher oil prices. Dario Messi, Head of Fixed Income Research, discusses how major central banks may respond to the repercussions of the war and whether credit markets can benefit from the equity rebound.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:08) - Bond market update: Dario Messi, Head of Fixed Income Research (09:27) - 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.

Episode metadata supplied by the publisher feed · Published Apr 15, 2026

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Stocks closing in on record highs

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