Oil rally fuels inflation concerns

Oil prices surged amid escalating tensions in the Middle East, pushing inflation back into focus ahead of key US CPI and PPI releases later this week. Meanwhile, trade tensions between the US and Canada intensified, while political uncertainty in Europe remained elevated following German state elections and continued debate over France’s fiscal outlook. In today’s show, Norbert Rücker, Head of Economics & Next Generation Research, shares his views on the energy market and explains why global oil supply remains more resilient than many investors fear. We also speak with Mathieu Racheter, Head of Equity Strategy Research, about rising political fragmentation across Europe and what it means for equity investors.

• (00:00) - Introduction: Roman Canziani, Head of Product & Investment Content
• (00:15) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
• (07:45) - Energy update: Norbert Rücker, Head of Economics & Next Generation Research
• (14:11) - Equity market update: Mathieu Racheter, Head of Equity Strategy Research
• (19:06) - Closing remarks: Roman Canziani, Head of Product & Investment Content

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