Episode
Earnings strength versus AI volatility and commodity jitters
- Podcast
- Moving Markets
- Published
- Jul 16, 2026
- Duration seconds
- 849
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/5a74ac32
Actions
POST https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/earnings-strength-versus-ai-volatility-and-commodity-jitters/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/moving-markets-5478198/earnings-strength-versus-ai-volatility-and-commodity-jitters.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
The current earnings season is seeing some bright spots, such as the Swiss luxury retailer Richemont and the US asset manager BlackRock. US producer prices came in below expectations, continuing to ease inflation concerns. In Asia, a rotation continues from this year's winners, Japan and South Korea, towards laggards such as Hong Kong, while South Korean regulators announced plans to address volatility linked to leveraged ETFs tied to SK Hynix and Samsung Electronics. The US dollar stabilised after recent weakness and sterling rose to a one-year high. Meanwhile, Norbert Rücker, Head of Economics and Next Generation Research, discusses why oil continues to flow through the Strait of Hormuz despite renewed regional tensions, why European natural gas prices remain elevated, and why gold has been largely unmoved by softer inflation data. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:27) - Markets wrap-up: Mike Rauber, Product & Investment Content (07:00) - Commodities update: Norbert Rücker, Head of Economics & Next Generation Research (13:18) - 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.