Markets are feeling the pressure this Monday morning as rising US-Iran tensions fuel higher oil prices, bond yields and the dollar, while equities drift lower. But with earnings season now taking centre stage, investors are asking a bigger question: can AI leaders and chipmakers justify their stellar gains from the first half of the year? Also in this episode: Mensur Pocinci, Head of Technical Analysis, explains why he believes market leadership is unlikely to change despite recent volatility, and why he has upgraded Financials.
(00:00) - Introduction: Mike Rauber, Product & Investment Content
(00:52) - Markets wrap-up: Jan Bopp, Product & Investment Content
(08:00) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis Research
(10:22) - Closing remarks: Mike Rauber, Product & Investment Content
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