Podcasts about norbert r

Markets await clarity on US involvement in the Middle East conflict. The US Federal Reserve holds rates steady, citing inflation and tariff uncertainty. US bank stocks rise on deregulation hopes, while crypto stocks surge after stablecoin legislation passes. The Swiss National Bank will be the first major central bank to lower interest rates to 0% today. Norbert Rücker, Head of Economics and Next Generation Research, provides our latest views on the oil market amid the war in the Middle East. Mathieu Racheter, Head of Equity Strategy, talks about two interesting markets amid all the uncertainty: Swiss mid-caps and Indian stocks.(00:00) - Introduction: Bernadette Anderko, Investment Writing (00:31) - Markets wrap-up: Mike Rauber, Investment Writing (05:17) - Oil: Norbert Rücker, Head of Economics & Next Generation Research (09:30) - Equity markets: Mathieu Racheter, Head of Equity Strategy (13:32) - Closing remarks: 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.

With tensions escalating in the Middle East, markets are on edge. Are we seeing a fundamental supply shock in oil —or just a sentiment-driven spike? What are the ripple effects on oil trade routes and prices? And will gold continue to benefit as a safe haven amid rising geopolitical risk and central bank demand?Richard Tang, China Strategist and Head of Research Hong Kong, speaks with Norbert Rücker, Head of Economics and Next Generation Research, to unpack the implications for commodities—and what long-term investors should keep in mind.

In Los Angeles zeigt sich die Spaltung der amerikanischen Gesellschaft gerade unter einem Brennglas. Donald Trump bezeichnet die Stadt als “Müllhaufen”, der aus der Hand von Kartellen befreit werden müsse. Bürgermeisterin Karen Bass wirft der Trump-Regierung vor, ein Experiment mit der Stadt durchzuführen, indem die Armee im Inneren eingesetzt wird, um liberale Städte und Bundesstaaten einzuschüchtern. Was passiert da gerade in Kalifornien? Was will Trump mit seiner radikalen Abschiebepolitik erreichen? Und was bedeutet das für unser Verhältnis zu den USA?

Although the US trade deal with China is ‘done', according to President Trump, the worst is not yet over for other countries. They can expect to receive a letter from Trump outlining his terms for trade in the coming weeks. Renewed trade tensions and escalating conflicts in the Middle East are dampening investor sentiment. Yesterday, stock markets saw a broad decline, while oil and gold prices rose. 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 & Next Generation Research, provides an update on the evolving dynamics in the commodities market.(00:00) - Introduction: Helen Freer, Investment Writing (00:27) - Markets wrap-up: Lucija Caculovic, Investment Writing (07:18) - Market update (macro update, USD, gold): Yves Bonzon, Group CIO (16:01) - Commodities update: Norbert Rücker, Head of Economics & Next Generation Research (22:25) - Closing remarks: 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.

It's become a rite of passage for world leaders: the Oval Office meeting with President Trump. Now, it's the turn of the relatively new Chancellor of Germany, Friedrich Merz. Germany is the focal point for much of Trump's ire towards Europe, and a key priority will be to stave off looming tariffs. But also, high on the agenda is Ukraine. Member of German Parliament for Merz's CDU party, Norbert Röttgen, joins the show from Berlin.  Also on today's show: CNN senior White House reporter Kevin Liptak; author Evan Osnos ("The Have and Have-Yachts: Dispatches on the Ultrarich"); Flexport founder/CEO Ryan Petersen  Learn more about your ad choices. Visit podcastchoices.com/adchoices

The MSCI All-Country World Index is back at a new all-time high. The German government announcement of a EUR 46 billion tax relief package boosted European investor confidence, propelling the German DAX to a new high. US private-sector labour market data revealed weak job growth, triggering a sharp decline in US Treasury yields. In Asian markets, China's services sector showed signs of growth, while Japan's economy was affected by declining inflation-adjusted earnings for the fourth consecutive month. Today, attention turns to the European Central Bank. Norbert Rücker, Head of Economics & Next Generation Research, talks about the tectonic shifts in the oil and gas markets and Nicolas Jordan, CIO Office, discusses what the US equity market recovery and the USD weakness mean for investors.(00:00) - Introduction: Helen Freer, Investment Writing (00:30) - Markets wrap-up: Mike Rauber, Investment Writing (05:39) - Oil update: Norbert Rücker, Head of Economics & Next Generation Research (10:14) - Update from the CIO Office: Nicolas Jordan, CIO Strategy & Investment Analysis (14:28) - Closing remarks: 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.

Was passiert heute in der Türkei? Auch Stunden vor möglichen Gesprächen zwischen der Ukraine und Russland bleibt das unklar. Zusammen mit Hans von der Burchard spricht Gordon Repinski darüber, wie Wladimir Putin alle hinhält und sich Donald Trump weiter alle Optionen offen hält.  Im 200-Sekunden-Interview ist der CDU-Außenexperte und langjähriges Mitglied im Auswärtigen Ausschuss, Norbert Röttgen, zu Gast. Mit ihm geht es darum, ob heute für die Ukraine irgendetwas Gutes rumkommen kann, um Hoffnung und um europäische Konsequenz.  Rasmus Buchsteiner berichtet aus der parlamentarischen Arbeit: Dort wird gerade um die Posten in den Ausschüssen verhandelt, gerungen, geschachert. Eine Art Posten-Roulette. Rasmus ordnet ein, wer gewinnt und wer verliert.  Das Berlin Playbook als Podcast gibt es morgens um 5 Uhr. Gordon Repinski und das POLITICO-Team bringen euch jeden Morgen auf den neuesten Stand in Sachen Politik — kompakt, europäisch, hintergründig. Und für alle Hauptstadt-Profis: Unser Berlin Playbook-Newsletter liefert jeden Morgen die wichtigsten Themen und Einordnungen. Hier gibt es alle Informationen und das kostenlose Playbook-Abo. Mehr von Berlin Playbook-Host und Executive Editor von POLITICO in Deutschland, Gordon Repinski, gibt es auch hier:   Instagram: @gordon.repinski | X: @GordonRepinski. Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

The US Federal Reserve kept interest rates unchanged at its policy meeting yesterday and Chair Jerome Powell made it clear that with inflation still running above target, the Fed has no intention of cutting rates pre-emptively. He also warned that if tariff levels remain where they are, then a risk is posed to economic growth and inflation. Dario Messi, Head of Fixed Income Research, provides more insight into the Fed's decision making and its market impact on today's show and Norbert Rücker, Head of Economics & Next Generation Research, provides a timely update on the oil market, sharing his insights into the latest market events.00:00 Introduction: Helen Freer, Investment Writing00:38 Markets wrap-up: Bernadette Anderko, Investment Writing06:49 Oil update: Norbert Rücker, Head of Economics & Next Generation Research10:22 Bond market update post-Fed: Dario Messi, Head of Fixed Income Research17:36 Closing remarks: Helen Freer, Investment WritingWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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.

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. 

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?

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)