SpaceX shocks telecoms, oil defies geopolitics, and earnings season begins

Podcast: Moving Markets · Julius Baer

Opublikowano: 2026-10-12

Markets rebounded on Friday as OpenAI's revenue outlook and Trump's ‘energy ceasefire’ with Russia eased supply concerns, weighing on oil despite geopolitical risks. SpaceX's move into mobile telecom sent US carriers sharply lower. Attention now turns to major US bank earnings, inflation data, and semiconductor results. In today’s show Markus Wachter from our Technical Analysis team explains why the US technology sector remains the only game in town, what levels the euro needs to defend, and what lies ahead for precious metals. (00:00) - Introduction: Roman Canziani, Head of Product & Investment Content (01:19) - Markets wrap-up: Jan Bopp...