US-Iran escalation shakes markets ahead of earnings episode artwork

EPISODE · Jul 13, 2026 · 11 MIN

US-Iran escalation shakes markets ahead of earnings

from Moving Markets · host Julius Baer

Markets are feeling the pressure this Monday morning as rising US-Iran tensions fuel higher oil prices, bond yields and the dollar, while equities drift lower. But with earnings season now taking centre stage, investors are asking a bigger question: can AI leaders and chipmakers justify their stellar gains from the first half of the year? Also in this episode: Mensur Pocinci, Head of Technical Analysis, explains why he believes market leadership is unlikely to change despite recent volatility, and why he has upgraded Financials.(00:00) - Introduction: Mike Rauber, Product & Investment Content (00:52) - Markets wrap-up: Jan Bopp, Product & Investment Content (08:00) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis Research (10:22) - Closing remarks: Mike Rauber, 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 Jul 13, 2026

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