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

Page: https://stenobird.com/podcast/moving-markets-5478198/stocks-at-highs-bonds-reprice-and-the-bear-case-for-oil
Text version: https://stenobird.com/podcast/moving-markets-5478198/stocks-at-highs-bonds-reprice-and-the-bear-case-for-oil.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-08-14T06:52:02+00:00
Episode link: https://share.transistor.fm/s/c4bbd772
Audio file: https://media.transistor.fm/c4bbd772/c3c9a58e.mp3
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JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/stocks-at-highs-bonds-reprice-and-the-bear-case-for-oil
Duration seconds: 768

## Resource

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.

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## Transcript

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