Podcasts about norbert r

Durch die europäische Geschlossenheit ist nach Einschätzung von Norbert Röttgen (CDU) Bewegung in die Friedensdiplomatie zur Ukraine gekommen. Zu den Gesprächen in Istanbul werde Putin wohl nicht erscheinen. „Er will Krieg und nicht verhandeln.“ Armbrüster, Tobias www.deutschlandfunk.de, Interviews

Neue Friedeninitiative der Europäer: Kann sie Putin und Selenskyj an den Verhandlungstisch bringen? Start der schwarz-roten Koalition: Worauf hofft die Wirtschaft? Bei "maischberger" zu Gast: Der CDU-Außenpolitiker Norbert Röttgen, der Parteivorsitzende der Linken Jan van Aken & der ehemalige Spitzenmanager Heinrich von Pierer. Es diskutieren der Comedian und Schauspieler Oliver Kalkofe, der Journalist Markus Feldenkirchen und die Journalistin Julia Ruhs. Von Sandra Maischberger.

Technology stocks were weak, with Nvidia shares down 7% following the imposition of export restrictions to China and other countries. In a speech in Chicago, Federal Reserve Chairman Jerome Powell discussed the potential dilemma of balancing inflation control with economic growth and indicated a cautious monetary approach. The European Central Bank is expected to cut its deposit rate by 25 basis points today. Norbert Rücker, Head of Economics & Next Generation Research, talks about all things commodities, from the fading US dominance in energy markets to gold reaching new all-time highs. Nicolas Jordan, CIO Strategy & Investment Analysis, talks about the investment implications of the increased likelihood of a US recession.00:00 Introduction by Helen Freer (Investment Writing)00:28 Markets wrap-up by Mike Rauber (Investment Writing)06:03 Commodities update by Norbert Rücker (Head of Economics & Next Generation Research)11:17 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)15:39,5 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. 

Following President Trump's ‘pause' announcement yesterday, US And Asian equity indices experienced a relief rally of historic proportions. The punitive tariffs imposed on dozens of countries have now been swapped for a universal 10% rate, but only for 90 days. It remains to be seen whether this rally can be sustained or if it is merely a dead-cat bounce: US futures are pointing to a lower open this afternoon. Gold and oil have not been immune to some puzzling price moves in the past few weeks too, so it was great to have Carsten Menke and Norbert Rücker on the podcast to provide their insights into what might be behind these.00:00 Introduction by Helen Freer (Investment Writing)00:31 Markets wrap-up by Bernadette Anderko (Investment Writing)05:54 Oil: Norbert Rücker (Head of Economics & Next Generation Research)09:01 Gold: Carsten Menke (Head of Next Generation Research)12:26 Closing remarks by Helen Freer (Investment Writing)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.

Die Aktienmärkte stürzen am Tag zwei nach Donald Trumps Zollankündigung regelrecht ein. Auch die Öl- und Kupferpreise fallen deutlich, was laut Norbert Rücker von Julius Bär die Konjunktursorgen der Anleger abbildet. SMI -5.1%

European markets dropped yesterday but US stocks rebounded and the S&P 500 index closed up 0.6%, although this wasn't enough to stop the benchmark index from posting its worst month in two years. Gold hit a fresh all-time high, up 1.2%, as investors sought safety amid concerns over the Trump administration's imminent tariffs and their potential impact on inflation and growth. Also on today's podcast, we are joined by Norbert Rücker, Head of Economics & Next Generation Research, who shares his outlook on energy markets.00:00 Introduction by Helen Freer (Investment Writing)00:24 Markets wrap-up by Jonti Warris (Investment Writing)06:22 Energy markets by Norbert Rücker (Head of Economics & Next Generation Research)10:15,5 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.

US equity indices rose modestly yesterday following relatively subdued inflation data. However, the rebound, that was driven primarily by the performance of the Magnificent Seven, was short-lived, while European markets continued to outpace their US counterparts. As the possibility of a US government shutdown this Saturday looms, investor sentiment remains cautious. Also on the show today is our Group Chief Investment Officer, Yves Bonzon, who offers valuable insights into the current market landscape. Additionally, Norbert Rücker, Head of Economics and Next Generation Research, provides an update on the shifting dynamics in the oil market.00:00 Introduction by Helen Freer (Investment Writing)00:34 Markets wrap-up by Roman Canziani (Head of Investment Writing)07:07 Update from our Group CIO: Yves Bonzon (Group CIO)12:59 Commodities update: Norbert Rücker (Head of Economics & Next Generation Research)17:26 Closing remarks by Helen Freer (Investment Writing)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.

500 Milliarden Sondervermögen für Verteidigung und Infrastruktur, die Verteidigungsausgaben sollen künftig oberhalb von einem Prozent des BIP von der Schuldenbremse ausgenommen sein: So wollen es die Neu-Koalitionäre von Union und SPD. Doch dazu braucht es eine Verfassungsänderung mit Zweidrittel-Mehrheit im alten oder im neuen Bundestag - und die Zustimmung der Grünen. Doch die lehnen ab. Und genau darum gibt es Streit. Norbert Röttgen (CDU) und Dietmar Bartsch (Die Linke) diskutieren bei Michaela Kolster.

US equity markets continued to sell-off yesterday, driven by disappointing tech-earnings, Chinese AI innovations, and the ongoing uncertainty surrounding Trump's tariff policy – even after he decided to exempt some goods from Mexico and Canada. In contrast, European equities largely defied the trend, with German equities continuing to rally. Joining us today to discuss the energy landscape is Norbert Ruecker, Head of Economics & Next Generation Research, who discusses the potential implications of a ceasefire deal in Ukraine on energy prices.00:00 Introduction by Helen Freer (Investment Writing)0025 Markets wrap-up by Jan Bopp (Investment Writing)06:33 Geopolitics and energy markets by Norbert Rücker (Head of Economics & Next Generation Research)11:39 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.

Fragen an Verhandlungsführer Lars Klingbeil, Partei- und Fraktionschef der SPD, Norbert Röttgen, CDU-Außenpolitiker & Martin Richenhagen, deutsch-amerikanischer Manager. Es kommentieren: Harald Lesch, Astrophysiker und Fernsehmoderator, Hannah Bethke, Politikredakteurin der Welt & Markus Feldenkirchen, Spiegel-Autor. Von Sandra Maischberger.

Unter Trump geht es nur noch um Wirtschaftsinteressen, sagt CDU-Außenpolitiker Norbert Röttgen. Ein Beispiel ist der Vertrag zwischen den USA und der Ukraine über Rohstoffe. Europa müsse nun für seine Sicherheit sorgen. Sonst zerfallen NATO und EU. Armbrüster, Tobias www.deutschlandfunk.de, Interviews

Während CDU-Außenpolitiker Norbert Röttgen sich zur europäischen Armee äußert, wurde Friedrich Merz in einer Diskussionsrunde schon mal als „Chancellor“, also Bundeskanzler, angesprochen. Das Gesprächsprogramm von Merz las sich wie das eines deutschen Bundeskanzlers.

Der Alleingang von Trump im Ukraine-Krieg wird in Europa kritisch beobachtet. Man habe in Deutschland zu lange weggeschaut, kritisiert Norbert Röttgen. "Frieden wird es nur mit einem postimperialistischen Russland geben", sagt der CDU-Politiker. Meurer, Friedbert www.deutschlandfunk.de, Interviews

Der Alleingang von Trump im Ukraine-Krieg wird in Europa kritisch beobachtet. Man habe in Deutschland zu lange weggeschaut, kritisiert Norbert Röttgen. "Frieden wird es nur mit einem postimperialistischen Russland geben", sagt der CDU-Politiker. Meurer, Friedbert www.deutschlandfunk.de, Interviews

US inflation rose 0.5% in January, beating expectations. The market reacted with rising yields but unlike previous months, US equities held up and the USD failed to rally. In Europe, stocks rose slightly, helped by strong earnings from several large companies. European equities are pointing higher again today, with the focus now on the Ukraine peace talks. In Asia, stocks in Hong Kong and Japan gained ground on improved sentiment and lower oil prices, rounding out a significant 24 hours in global financial markets. Norbert Rücker, Head of Economics and Next Generation Research, gives a world tour of the energy markets and offers his initial thoughts on the Ukraine news, noting that it comes as no surprise.00:00 Introduction by Bernadette Anderko (Investment Writing)00:35 Markets wrap-up by Mike Rauber (Investment Writing)07:18 What's interesting in Energy markets: Norbert Rücker (Head of Economics & Next Generation Research)12:39 Closing remarks by Bernadette Anderko (Investment Writing)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.

Global markets react to central banks' cautious stance, with the Fed holding rates steady and the Bank of Canada cutting amid trade concerns. Big Tech earnings were mixed, with Microsoft, Meta and Tesla all reporting and AI optimism prevailing. European equities hit all-time highs with ASML jumping while LVMH disappointed. Norbert Rücker, Head of Economics & Next Generation Research, provides an update on the global energy markets. Nicolas Jordan, CIO Office, notes that DeepSeek has led to a broadening of market performance, but its long-term impact remains to be seen.00:00 Introduction by Helen Freer (Investment Writing)00:37 Markets wrap-up by Mike Rauber (Investment Writing)06:55 Energy market update: Norbert Rücker (Head of Economics & Next Generation Research)11:36Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)15:07 Closing remarks by Helen Freer (Investment Writing)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.

A rally in the world's largest US technology companies lifted stocks globally yesterday amid renewed investor optimism for all things AI, prompting Nvidia to close at an all-time high. Meanwhile, Japan's finance minister Katsunobu Kato issued a fresh warning today against speculative yen selling after the currency fell to its weakest level since July 2024. Norbert Rücker, Head of Economics & Next Generation Research, provides an update on supply and demand drivers in the natural gas market.00:00 Introduction by Helen Freer (Investment Writing)00:24 Markets wrap-up by Jonti Warris (Investment Writing)06:02 Natural gas: Norbert Rücker (Head of Economics & Next Generation Research)10:41 Closing remarks by Helen Freer (Investment Writing)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.

Dr. Norbert Röttgen gilt als einer der renommiertesten deutschen Außenpolitiker unserer Zeit. Als langjähriger Vorsitzender des Auswärtigen Ausschusses ist er ein herausragender Experte für die Außenpolitik unseres Landes und vielen aus Funk und Fernsehen bekannt. In der Abschlussfolge dieses innen- wie außenpolitisch sehr turbulenten Jahres 2024 spreche ich mit ihm über die großen Konflikte in dieser Welt und wie sie Deutschland verändern und fordern. Dabei geht es natürlich zunächst um den Krieg, den Russland gegen die Ukraine führt. Was muss Deutschland tun, damit der Krieg beendet und der Frieden erreicht werden kann? Zudem blicken wir in einer Tour d'Horizon auf den Verteidigungskrieg Israels gegen die Terroristen der Hamas und auf die Bedrohung durch das iranische Regime, auf China und die Kriegsgefahr für Taiwan sowie auf die Rolle der USA und der Vereinten Nationen. Wie sind inmitten der globalen Gefahren die Aussichten für das neue Jahr 2025? Zu dieser DiploPod-Folge empfehle ich das Buch von Dr. Norbert Röttgen Demokratie und Krieg: Deutsche Politik und deutsche Identität in Zeiten globaler Gefahr (2024). (Bildnachweis Foto Dr. Norbert Röttgen: © Jonas Makoschey)

A rally in the world's biggest technology companies led global equities higher yesterday as traders digested the latest economic data. US Treasury yields fell, while the euro regained some strength as investors watched the no-confidence vote in France. Bitcoin has crossed the USD 100,000 mark overnight for the first time. And we have Norbert Ruecker, Head of Economics & Next Generation Research, on the show ahead of today's OPEC+ meeting to discuss the state of the energy market and his outlook for 2025.00:00 Introduction by Bernadette Anderko (Investment Writing)00:31 Markets wrap-up by Jan Bopp (Investment Writing)05:17 Energy markets: Norbert Rücker (Head of Economics & Next Generation Research)10:58 Closing remarks by Bernadette Anderko (Investment Writing)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.

The market's reaction to Nvidia's highly anticipated results last night indicates just how high expectations were. The company's results exceeded analysts' expectations and it delivered a strong forecast for the current quarter, but the revenue forecast just wasn't enough for the market and the company's shares fell 2.5% in extended trading. Asia's tech heavy markets also sold off somewhat following the results and the growing geopolitical tensions arising from developments in Ukraine. Bitcoin hit another new high. Norbert Ruecker, Head of Economics & Next Generation Research, joins the podcast for a detailed look at what's going on in the oil and gas market.00:00 Introduction by Helen Freer (Investment Writing)00:24 Markets wrap-up by Bernadette Anderko (Investment Writing)04:59 Oil and gas: Norbert Rücker (Head of Economics & Next Generation Research)10:21 Closing remarks by Helen Freer (Investment Writing)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.

„Bosbach und Rach - Die Wochentester“ ist Deutschlands Politik-Personality-Podcast von RedaktionsNetzwerk Deutschland, Kölner Stadt-Anzeiger und MAASS·GENAU.  Das Interview aus der aktuellen Folge mit:    - Norbert Röttgen, CDU-Außenpolitiker und Buchautor „Demokratie und Krieg“   Die reguläre Folge der "Wochentester" hören Sie ab sofort exklusiv vorab im "Wochentester-Club".  Werden Sie Mitglied über Apple Podcasts, Spotify oder direkt hier über unseren Partner Steady: https://steadyhq.com/de/wochentester-club/about Fragen und Anregungen unter: - kontakt@diewochentester.de - https://facebook.com/diewochentester - http://www.diewochentester.de Informationen und Rabatte unserer Werbepartner finden Sie hier: - https://wonderl.ink/@diewochentester Learn more about your ad choices. Visit megaphone.fm/adchoices

„Bosbach und Rach - Die Wochentester“ ist Deutschlands Politik-Personality-Podcast von RedaktionsNetzwerk Deutschland, Kölner Stadt-Anzeiger und MAASS·GENAU. Diese Themen „testen“ Wolfgang Bosbach und Christian Rach in dieser Woche: - Kanzler-Umfrage: Welche Chance haben Habeck und Scholz bei Neuwahlen überhaupt noch? - Koalitions-Poker: Ist jede Stimme für die AfD eine Stimme für Rot-Grün? - Trump-Offensive: Wie wird die neue Regierung in den USA? Gäste: Norbert Röttgen, CDU-Außenpolitiker und Buchautor „Demokratie und Krieg“ Julian Nida-Rümelin, Philosoph und Buchautor „Ähren im Wind“ “Politiktester“ Hans-Ulrich Jörges Die reguläre Folge der „Wochentester“ hören Sie ab sofort exklusiv vorab im "Wochentester-Club". Werden Sie Mitglied über Apple Podcasts, Spotify oder direkt hier über unseren Partner Steady: https://steadyhq.com/de/wochentester-club/about Fragen und Anregungen unter: - kontakt@diewochentester.de - https://facebook.com/diewochentester - http://www.diewochentester.de Informationen und Rabatte unserer Werbepartner finden Sie hier: - https://wonderl.ink/@diewochentester Learn more about your ad choices. Visit megaphone.fm/adchoices

„Bosbach und Rach - Die Wochentester“ ist Deutschlands Politik-Personality-Podcast von RedaktionsNetzwerk Deutschland, Kölner Stadt-Anzeiger und MAASS·GENAU.  Die Kompakt-Ausgabe der aktuellen Folge mit:    Norbert Röttgen, CDU-Außenpolitiker und Buchautor „Demokratie und Krieg“ Julian Nida-Rümelin, Philosoph und Buchautor „Ähren im Wind“     Die reguläre Folge der „Wochentester“ hören Sie ab sofort exklusiv vorab im "Wochentester-Club".  Werden Sie Mitglied über Apple Podcasts, Spotify oder direkt hier über unseren Partner Steady: https://steadyhq.com/de/wochentester-club/about Fragen und Anregungen unter: - kontakt@diewochentester.de - https://facebook.com/diewochentester - http://www.diewochentester.de Informationen und Rabatte unserer Werbepartner finden Sie hier: - https://wonderl.ink/@diewochentester Learn more about your ad choices. Visit megaphone.fm/adchoices

Unabhängig von Trumps Politik und seinem zukünftigen Kabinett – Europa ist selbst für seine Sicherheit und für die Verteidigung der Ukraine verantwortlich, sagt CDU-Außenpolitiker Norbert Röttgen. Zerback, Sarah www.deutschlandfunk.de, Interviews

Yascha Mounk and Norbert Röttgen discuss the war in Ukraine and Germany's political, economic, and security crisis. Norbert Röttgen is a senior leader of the Christian Democratic Union. A former cabinet minister, he was chair of the Bundestag's Foreign Affairs Committee from 2014 to 2021. Röttgen is the author ofDemocracy and War: Politics and Identity in a Time of Global Threats. In this week's conversation, Yascha Mounk and Norbert Röttgen discuss the insufficiency of Germany's support of Ukraine (and theZeitenwende that wasn't); the nascent pro-Russian movement gaining strength on the margins of German politics; and whether the path to an independent and secure Europe runs through Germany. This transcript has been condensed and lightly edited for clarity. Please do listen and spread the word about The Good Fight. If you have not yet signed up for our podcast, please do so now by following this link on your phone. Email: podcast@persuasion.community  Website: http://www.persuasion.community Podcast production by Jack Shields, and Brendan Ruberry Connect with us! Spotify | Apple | Google Twitter: @Yascha_Mounk & @joinpersuasion Youtube: Yascha Mounk LinkedIn: Persuasion Community Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

US stock markets experienced a downturn, with all major indices posting significant losses. Consumer discretionary stocks felt the brunt of the decline, led by disappointing performances from Coca-Cola and McDonald's. Meanwhile, the tech sector faced pressure ahead of the highly anticipated earnings report from Tesla, the first set of Q3 results from the ‘Magnificent 7', which were released after the market close.Joining us to share their insights are two experts: Norbert Rücker, Head of Macro Research and Next Generation, who discusses his current views on commodities, and Nicolas Jordan, CIO Office, who explains why, and which European equities remain a crucial component of a diversified investment portfolio.00:00 Introduction by Bernadette Anderko (Investment Writing)00:27 Markets wrap-up by Roman Canziani (Head of Investment Writing)05:39 Commodity update: Norbert Rücker (Head of Macro and Next Generation Research)09:28 Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)13:22 Closing remarks by Bernadette Anderko (Investment Writing)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.

Gideon talks to Norbert Röttgen, a CDU member of the foreign affairs committee of the German parliament and author of a new book called Democracy and War. Röttgen criticises Chancellor Olaf Scholz for failing to live up to his early pledges of support for Ukraine. He laments the country's 'deplorable' divide on the Ukraine war, but says he is convinced that most Germans recognise that a victory for Russia would be disastrous for Europe. Clips: SPD; Info fur die WeltFollow Gideon on X @gideonrachmanFree links to read more on this topic:Germany, political extremism and the risks to UkraineVictory for the AfD raises difficult questions about east GermanyGermany to launch limited military service in push to be ‘war ready'Ukraine's shifting war aimsSubscribe to The Rachman Review wherever you get your podcasts - please listen, rate and subscribe.Presented by Gideon Rachman. Produced by Fiona Symon. Sound design is by Breen Turner.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

The S&P 500 has reached yet another all-time high, marking its 44th record close this year. As investors await key inflation data, US Treasury yields are rising in tandem with stocks, fueling speculation about a 'no landing' scenario. In this episode, we're joined by two expert guests: Norbert Rücker, Head of Economics and Next Generation Research, who shares his insights on the latest commodity trends, and Nicolas Jordan from our CIO office, who discusses the pros and cons of UCITS-compliant hedge fund exposure.00:00 Introduction by Helen Freer (Investment Writing)00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:41 Oil by Norbert Rücker (Head of Economics & Next Generation Research)12:16 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)15:10 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. 

Gabor Steingart präsentiert das Pioneer Briefing

China's latest stimulus failed to ripple beyond Asian markets on Wednesday with US and European stocks broadly lower as investors pondered central banks' path of rate cuts and digested housing-market data. Our Head of Research in Hong Kong, Richard Tang, shares his take on the latest policy measures in China and talks about why he thinks Chinese equity markets should continue to do well, while Norbert Ruecker, Head of Economics & Next Generation Research, discusses the implications for the commodity sector.00:00 Introduction by Helen Freer (Investment Writing)00:41 Markets wrap-up by Jan Bopp (Investment Writing)05:38 China stimulus measures: Richard Tang (Head of Research Hong Kong)10:55 Impact of China stimulus on commodities: Norbert Rücker (Head of Economics & Next Generation Research)14:52 Closing remarks by Helen Freer (Investment Writing)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.

In a surprise move, the Federal Reserve has cut its benchmark interest rate by 0.5%, kicking off its first easing cycle since the pandemic began. But unlike previous rate cuts, this decision is not a response to economic weakness – instead, it's a proactive bid to prevent future downturns. We break down what this means for markets, including stocks, bonds, gold and oil. Among the guests today are Norbert Rücker, Head of Economics & Next Generation Research, and Nicolas Jordan, CIO Office, who share their insights on the implications for investors.00:00 Introduction by Helen Freer (Investment Writing)00:41 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:33 Commodities – energy and gold: Norbert Rücker (Head of Economics & Next Generation Research)11:21 Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)14:47 Closing remarks by Helen Freer (Investment Writing)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.

Investors are grappling with a flood of data this week. Yesterday's releases from the US revealed a two-year high in the trade deficit, a slowdown in the labour market and a cautious outlook from the Fed's Beige Book. However, there was some respite as US factory orders rebounded after two lacklustre months. As equities continue to struggle for traction in September, a key segment of the US Treasury yield curve brieflyinverted yesterday. In this episode, we're joined by Norbert Rücker, Head of Economics & Next Generation Research, who provides an update on the oil market. In addition, Ronny Kaufmann from our CIO Strategy & Investment Analysis team provides insights into our investment strategy and discusses the recent investment boom in the technology sector.00:00 Introduction by Helen Freer (Investment Writing)00:34 Markets wrap-up by Lucija Caculovic (Investment Writing)07:30 Oil update by Norbert Rücker (Head of Economics & Next Generation Research)11:15 Update from the CIO Office by Ronny Kaufmann (CIO Strategy & Investment Analysis)14:40 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. 

Markets braced themselves for Nvidia's Q2 results yesterday with the top three indices all closing lower on the day. Nvidia then delivered results that beat expectations, but apparently not by enough and the stock fell more than 8% in after-hours trading. The impact was felt globally by the rest of the tech universe. In today's special episode we also hear from our Group CIO, Yves Bonzon, who talks about his views on markets after elevated volatility this month, the Fed, where the question is no longer if they will cut interest rates, but by how much, and gold, which continues to rise to new all-time highs. Norbert Rucker also provides a timely update on the state of the energy markets.00:00 Introduction by Helen Freer (Investment Writing)00:31 Markets wrap-up by Bernadette Anderko (Investment Writing)05:09 Market update, the Fed and gold (pre-recorded): Yves Bonzon (Group CIO)13:58 Energy markets – update on oil and gas: Norbert Rücker (Head of Economics & Next Generation Research)18:36 Closing remarks by Helen Freer (Investment Writing)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.

This week's inflation data releases have been favourably received by financial markets. After the UK, the US also released inflation figures that indicate further progress towards disinflation, paving the way for potential interest rate cuts beginning in September. The extent of the first cut – whether it will be 0.25% or even 0.5% – will be determined by incoming data. Also on today's show, Norbert Rücker, Head of Economics and Next Generation Research, offers his insights on oil prices and reassures listeners that Europe won't face a gas shortage, even if supplies from Eastern Europe dwindle.00:00 Introduction by Helen Freer (Investment Writing)00:28 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:57 Update on oil and gas by Norbert Rücker (Head of Economics & Next Generation Research)12:45 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. 

Der humanitäre Gefangenenaustausch mit Russland verlangt dem Rechtsstaat viel ab, findet Norbert Röttgen (CDU). Verzicht auf Strafe erfordere einen Konsens. Daher sei es richtig, dass Kanzler Scholz Oppositionsführer Merz vorab informiert hat. Grieß, Thielko www.deutschlandfunk.de, Interviews

Stocks, especially those in the IT and communication services sectors, came under heavy pressure yesterday as investors were forced to price in new political developments – political markets are back in focus. Nicolas Jordan from the CIO office talks about how our investment strategy is dealing with the new situation, and Norbert Rücker, Head of Economics and Next Generation Research, remains cautious on oil.00:00 Introduction by Helen Freer (Investment Writing)00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)07:03 Energy markets: Norbert Rücker (Head of Economics & Next Generation Research)11:35 Latest news from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)14:49 Closing remarks by Helen Freer (Investment Writing)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.

Big tech and chip companies were the main drivers of stock markets yesterday ahead of the all-important US June CPI data due out today. Even the CAC 40 closed the day in positive territory, despite France's uncertain political future. Fed Chair Jerome Powell told Congress that the risks to the economy are more balanced between inflation and recession, and that the Fed does not need inflation to fall below 2% before cutting rates. Norbert Rücker, Head of Economics & Next Generation Research, updates listeners on his expectations for the oil/energy markets.00:00 Introduction by Helen Freer (Investment Writing)00:24 Markets wrap-up by Bernadette Anderko (Investment Writing)06:11 Oil/Energy market update by Norbert Rücker (Head of Economics & Next Generation Research)10:48 Closing remarks by Helen Freer (Investment Writing)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.

In Frankreich und den USA steht gerade die Demokratie auf dem Spiel. Denn Emmanuel Macron hatte nach der Niederlage bei der Europawahl überstürzt Neuwahlen ausgerufen, bei denen die Rechtspopulisten des Rassemblement National triumphieren konnten. Und US-Präsident Joe Biden hält an seiner erneuten Kandidatur fest, obwohl spätestens nach dem TV-Duell gegen Donald Trump klar ist, dass er kaum in der Lage sein wird, das Land eine weitere Amtszeit lang zu führen. Über diese schwierige politische Lage - und was die für Deutschland und Europa bedeutet - spricht Anne Will in dieser Folge mit dem Außenpolitik-Experten der CDU/CSU-Bundestagsfraktion, Norbert Röttgen.

Riskieren der US-amerikanische Präsident Biden und der französische Präsident Macron gerade die Zukunft der westlichen Demokratien? Vertun sie mit ihren Entscheidungen, sich wieder zur Wahl zu stellen bzw. Neuwahlen auszurufen, eine der letzten Chancen im Kampf gegen den Rechtspopulismus?

Norbert Röttgen (CDU) rechnet mit einer erheblichen Schwächung Frankreichs nach der Wahl. In einer historisch kritischen Phase wie der jetzigen müsse Deutschland eine internationale Führungsrolle einnehmen - auch mit Blick auf die anstehende US-Wahl. Heinemann, Christoph www.deutschlandfunk.de, Interviews

Major US stock indices eked out only minor gains yesterday as investors remained cautious ahead of the Fed's preferred measure of inflation (PCE), due tomorrow. Shares in chipmaker Micron Technology slumped in afterhours trading yesterday, with reverberations being felt across Asia-Pacific markets today. Norbert Rücker, Head of Economics & Next Generation Research, shares his thoughts on the drivers behind the recent rebound in oil prices.00:00 Introduction by Helen Freer (Investment Writing)00:24 Markets wrap-up by Jonti Warris (Investment Writing)06:09 Oil update by Norbert Rücker (Head of Economics & Next Generation Research)11:01 Closing remarks by Helen Freer (Investment Writing)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.

Nvidia became the second biggest company in the world yesterday as its market value exceeded USD 3 trillion, whilst ASML pushed LVMH aside to take over the number 2 spot in European markets. Other technology stocks also performed well – pushing their indices to new all-time highs. Markets now await more the discussion than the decision when it comes to the ECB later today: whilst the rate cut is firmly priced in, what Christine Lagarde says afterwards will be the main focus. Norbert Rücker, Head of Economics & Next Generation Research, joins the podcast to explain his ‘Cautious' outlook for the oil markets.00:00 Introduction by Helen Freer (Investment Writing)00:34 Markets wrap-up by Bernadette Anderko (Investment Writing)05:18 Update on oil / OPEC meeting by Norbert Rücker (Head of Economics & Next Generation Research)08:44 Closing remarks by Helen Freer (Investment Writing)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.

Markets came under pressure yesterday after a USD 44bn Treasury auction saw weak investor demand, following two lacklustre auctions on Tuesday. The broad risk aversion gripping markets comes as rising bond yields are putting an increasing strain on risk assets. Norbert Rücker, Head of Economics & Next Generation Research, comments on the latest drivers in the oil market and shares his outlook for oil prices.00:00 Introduction by Helen Freer (Investment Writing)00:27 Markets wrap-up by Jonti Warris (Investment Writing)06:25 Oil update by Norbert Rücker (Head of Economics & Next Generation Research)10:24 Closing remarks by Helen Freer (Investment Writing)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.

Michael Roth, Urgestein der SPD, Vorsitzender des Auswärtigen Ausschusses, will nach gut 25 Jahren die politische Bühne verlassen. Wie seine Partei mit der Ukraine-Unterstützung ringt, was Norbert Röttgen alles weiß und warum es richtig ist, auch mal gegen die eigenen Überzeugungen abzustimmen, erklärt er im Gespräch mit Dagmar Rosenfeld und Robin Alexander. Hier können Sie für "Machtwechsel" beim Deutschen Podcastpreis abstimmen: https://www.deutscher-podcastpreis.de/podcasts/machtwechsel-2/ Wir freuen uns über Feedback an machtwechsel@welt.de Noch mehr Politik? „Das bringt der Tag“ – jeden Morgen ab 5 Uhr die aktuellen News und dazu das Thema des Tages. Für alle, die wissen wollen, was heute wichtig ist. WELT-Redakteure, Korrespondenten und Reporter ordnen die aktuellen Schlagzeilen ein, erklären, wie es dazu kam und was die Nachrichten für uns bedeuten. Weil morgens oft wenig Zeit bleibt, bringen wir Sie in etwa 10 Minuten auf Stand. Redaktion: Antonia Beckermann, Wim Orth Produktion: Lilian Hoenen Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Streiks ohne Ende – ist das nur der Anfang härterer Verteilungskämpfe? Das Duell Trump vs. Biden steht fest. Und: Verbieten die USA nun TikTok? Das ist die Lage am Donnerstagmorgen. Die Artikel zum Nachlesen: Mehr Hintergründe hier: Diese Streiks drohen Passagieren rund um Ostern Mehr Hintergründe hier: Trumps wunder Punkt: Lächerlichkeit Mehr Hintergründe hier: Der Kanzler erneuert sein Machtwort – und dann kommt Norbert Röttgen +++ Alle Rabattcodes und Infos zu unseren Werbepartnern finden Sie hier: https://linktr.ee/spiegellage +++ Die SPIEGEL-Gruppe ist nicht für den Inhalt dieser Webseite verantwortlich.+++ Alle Infos zu unseren Werbepartnern finden Sie hier. Die SPIEGEL-Gruppe ist nicht für den Inhalt dieser Seite verantwortlich. +++ Alle SPIEGEL Podcasts finden Sie hier. Mehr Hintergründe zum Thema erhalten Sie bei SPIEGEL+. Jetzt für nur € 1,- für die ersten vier Wochen testen unter spiegel.de/abonnieren Informationen zu unserer Datenschutzerklärung.

Gabor Steingart präsentiert das Pioneer Briefing

"Den Menschen in Gaza fehlt es am Nötigsten": So hat Bundesverteidigungsminister Boris Pistorius (SPD) die Lage beschrieben. Er beauftragte die Luftwaffe, eine Luftbrücke nach Gaza zu unterstützen, die von Jordanien initiiert wurde. Darüber soll die Zivilbevölkerung des Gazastreifens mit Hilfsgütern versorgt werden.  Das weltweit erste KI-Gesetz: So beschreibt das Europaparlament die Verabschiedung eines umfassenden Gesetzes zur Regulierung künstlicher Intelligenz. Künftig sollen KI-Systeme stärker kontrolliert werden – und ihr Einsatz in bestimmten Fällen auch verboten werden. Zum Beispiel wenn Betroffene durch die Nutzung diskriminiert werden. Wie und wann die neue Regelung umgesetzt werden soll, erklärt Jakob von Lindern. Er ist Leiter des Digitalressorts bei ZEIT ONLINE und geht auch auf die Kritik an dem Gesetz ein.   Außerdem im Update:  Bundeskanzler Olaf Scholz (SPD) bekräftigt bei einer Regierungsbefragung im Bundestag sein Nein zu Taurus-Lieferungen an die Ukraine. Der CDU-Außenpolitiker Norbert Röttgen warf Scholz vor, widersprüchliche Antworten in der Taurus-Frage zu geben. Was noch? In der Ukraine gibt es jetzt den ersten Fußballverein für Veteranen mit Amputationen. Moderation und Produktion: Moses Fendel Redaktion: Constanze Kainz und Rita Lauter Mitarbeit: Lea Schüler und Konstantin Zimmermann Fragen, Kritik, Anregungen? Sie erreichen uns unter wasjetzt@zeit.de Weitere Links zur Folge: Hungersnot in Gaza: Pistorius genehmigt Abwurf von Hilfsgütern über dem Gazastreifen Hilfsgüter für den Gazastreifen: Was die Hilfswege in den Gazastreifen versperrt EU-Parlament stimmt KI-Gesetz zu Bundestag: Heftiger Schlagabtausch bei Scholz-Befragung zu Taurus [ANZEIGE] Mehr über die Angebote unserer Werbepartnerinnen und -partner finden Sie HIER. [ANZEIGE] Falls Sie uns nicht nur hören, sondern auch lesen möchten, testen Sie jetzt 4 Wochen kostenlos DIE ZEIT. Hier geht's zum Angebot.

Der Krieg in der Ukraine und die bevorstehenden US Präsidentschaftswahlen fordern Deutschland außenpolitischn heraus. Wie meistern wir die Krise?

LdN371 Zwei Jahre Ukraine-Krieg (Prof. Jan C. Behrends, Historiker), Uneinige Ukraine-Unterstützer (Norbert Röttgen, CDU), Radikale Bauernproteste (Ricarda Lang, Grüne), Cannabis-Legalisierung vor der Verschiebung (Nils Harbers, Anbauverein)

2023 is what our analysts labelled the year of the cool-down. It has been a while coming – but inflation has finally started to cool in the major economies. So, what is on the cards now?In this episode of the Beyond Markets podcast: ‘Market Outlook - a fresh perspective into year end', Norbert Rücker, Head of Macro and Next Generation Research, talks to Bernadette Anderko about what amendments our analysts have made to their financial market outlook in light of events over the summer months and how they see the markets playing out into the year end.00:32 - Introduction00:59 - Economic situation and monetary policy expectations02:25 - China's balance sheet problem03:57 - Research calls for Asian assets05:51 - Summary of key equity recommendations06:59 - Sweet spots in emerging market equities07:40 - Refreshing our fixed income recommendations08:34 - US dollar expectations09:53 - An update on the Japanese yen and Swiss franc10:26 - Artificial intelligence: true leaders still represent value11:36 - Copper has room to run13:01 - Energy outlook this winter14:02 - Summary and conclusionWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.