Episode
AI rally powers Nasdaq to record high
- Podcast
- Moving Markets
- Published
- Sep 23, 2026
- Duration seconds
- 906
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/deb65cf2
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Summary
The Nasdaq climbed to a fresh record as investors continued to back AI-related stocks, while oil prices fell on hopes of easing tensions between the US and Iran. In today's episode, Dario Messi, Head of Fixed Income Research, and Mathieu Racheter, Head of Equity Strategy Research, share how last week's Fed rate hike has impacted their expectations for bond and equity markets, and discuss the key risks and opportunities investors are watching now. (00:00) - Introduction: Lucija Caculovic, Product & Investment Content (00:34) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:07) - Bond markets after the FOMC: Dario Messi, Head of Fixed Income (09:18) - Equity markets after the FOMC: Mathieu Racheter, Head of Equity Strategy (14:24) - Closing remarks: Lucija Caculovic, 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.