Moving Markets

Bond markets, the oil puzzle and electric vehicles

October 8, 2026·13 min
Episode Description from the Publisher

Markets are being driven by developments in bond markets on both sides of the Atlantic. In Europe, concerns over French public finances weigh on sentiment, while in the US, inflation worries and a well-received Treasury auction triggered sharp moves in yields. Other topics include the challenges facing European carmakers in China, the resilience of US equities, and SpaceX looking to tap the bond market. Norbert Rücker, Head of Economics and Next Generation Research, discusses the apparent disconnect between the recovery in Middle Eastern oil exports and persistently high oil prices, as well as the positive momentum in the electric vehicle market.(00:00) - Introduction: Roman Canziani, Head of Product & Investment Content (00:48) - Markets wrap-up: Mike Rauber, Product & Investment Content (07:08) - Energy markets/oil update: Norbert Rücker, Head of Economics & Next Generation Research (12:10) - Closing remarks: Roman Canziani, Head of Product & Investment Content 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.

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