# Semi sell-off and US-Iran escalation test market resilience

Page: https://stenobird.com/podcast/moving-markets-5478198/semi-sell-off-and-us-iran-escalation-test-market-resilience
Text version: https://stenobird.com/podcast/moving-markets-5478198/semi-sell-off-and-us-iran-escalation-test-market-resilience.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-07-08T06:55:20+00:00
Episode link: https://share.transistor.fm/s/e88dc415
Audio file: https://media.transistor.fm/e88dc415/ec1c454b.mp3
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JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/semi-sell-off-and-us-iran-escalation-test-market-resilience
Duration seconds: 936

## Resource

Sharp semiconductor losses amid AI chip rivalry fears contrast with resilient broader markets, while escalating US-Iran tensions send oil surging 5%, highlighting growing jitters over geopolitics and inflation just as central banks signal rates may stay higher for longer. Investors will now focus on the upcoming earnings season for more guidance. Matthieu Racheter, Head of Equity Strategy, shares his insights on what to expect. And Tim Gagie, Head of PB Sales (Geneva) FX & PM, talks about the British pound amid the political uncertainty in Britain and key levels to watch for gold. (00:00) - Introduction: Roman Canziani, Head of Product & Investment Content (00:41) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:36) - Earnings preview: Mathieu Racheter, Head of Equity Strategy Research (10:25) - FX update: Tim Gagie, Head PB Sales (Geneva) – FX and PM (14:37) - Closing remarks: Roman Canziani, Head of 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.

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## Transcript

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