Episode

Stocks at highs, bonds reprice and the bear case for oil

Podcast
Moving Markets
Published
Aug 14, 2026
Duration seconds
768
Processing state
not_requested
Canonical source
https://share.transistor.fm/s/c4bbd772
Audio
https://media.transistor.fm/c4bbd772/c3c9a58e.mp3
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/v1/public/podcasts/moving-markets-5478198/episodes/stocks-at-highs-bonds-reprice-and-the-bear-case-for-oil
Markdown
/podcast/moving-markets-5478198/stocks-at-highs-bonds-reprice-and-the-bear-case-for-oil.md

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Summary

US equities continued their upward climb this week, supported by a series of encouraging inflation releases, while European stocks have taken a breather after hitting record highs earlier in the week. In fixed income markets, government bond yields moved lower as investors scaled back expectations for rate hikes from the Federal Reserve. Joining us today is Norbert Rücker, Head of Economics & Next Generation Research, who shares his latest outlook on the energy market and explains why he continues to expect oil prices to trend lower in the months ahead. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:27) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:24) - Energy market update: Norbert Rücker, Head of Economics & Next Generation Research (11:52) - 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.