EPISODE · Jun 12, 2025 · 10 MIN
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 37)
On this week’s episode of Viewpoints, Burkhard outlines the factors behind the recovery of US equities, along with what could drive further momentum from here. We also cover why European markets may not have an “unfair advantage” when it comes a lower rate environment, when compared to the Fed holding steady for now. Plus, thoughts on the recent performance of South Korea’s KOSPI-Index.
What this episode covers
On this week’s episode of Viewpoints, Burkhard outlines the factors behind the recovery of US equities, along with what could drive further momentum from here. We also cover why European markets may not have an “unfair advantage” when it comes a lower rate environment, when compared to the Fed holding steady for now. Plus, thoughts on the recent performance of South Korea’s KOSPI-Index.
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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 37)
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