Stocks at highs, bonds reprice and the bear case for oil

Stocks at highs, bonds reprice and the bear case for oil

Published: August 14, 2026

Duration: 12:48

US equities continued their upward climb this week, supported by a series of encouraging inflation releases, while European stocks have taken a breather after hitting record highs earlier in the week. In fixed income markets, government bond yields moved lower as investors scaled back expectations for rate hikes from the Federal Reserve. Joining us today is Norbert Rücker, Head of Economics & Next Generation Research, who shares his latest outlook on the energy market and explains why he continues to expect oil prices to trend lower in the months ahead.

(00:00) - Introduction: Helen Freer, Product & Investment C...