Moving Markets: Daily News
Moving Markets: Daily News

Markets dip on bond supply worries and potential Japanese rate hike

02 December 2025 13:42 🎙️ Julius Baer

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About this episode

Stocks and bonds declined amid company-specific developments and concerns over bond supply, as investors prepare for a record-level issuance of investment-grade debt in the coming days. Additionally, rising expectations of an imminent interest rate hike in Japan further pressured yields upward. In today’s programme, we welcome Manuel Villegas from Next GenerationResearch, who shares his insights on the future trajectory of artificial intelligence - and addressesthe pressing question: Is AI experiencing a bubble?

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (07:08) - Artificial Intelligence update: Manuel Villegas, Next Generation Research
  • (12:38) - Closing remarks: Bernadette Anderko, Product & Investment Content


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