Oil tops USD 100, lifting yields and shaking markets

Tuesday’s rally in European stocks proved short‑lived as surging oil prices and renewed concerns over potential rate hikes unsettled investors. In contrast, US markets were more composed yesterday, with the tech‑heavy Nasdaq even managing to post a modest gain. Asian markets are trading lower today after Brent crude climbed above USD 100 a barrel amid fresh geopolitical escalations. In today’s episode, we are joined by Carsten Menke, Head of Next Generation Research, who shares his insights on aluminium and the potential disruption shaping the outlook for the market.

• (00:00) - Introduction: Helen Freer, Product & Investment Content
• (00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
• (06:50) - Aluminium update: Carsten Menke, Head of Next Generation Research
• (10:32) - Closing remarks: Helen Freer, Product & Investment Content

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