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Global markets catch their breath amid eurozone data watch

Global markets catch their breath amid eurozone data watch

Update: 2025-11-28
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The US Thanksgiving holiday has given stock markets globally a brief pause following the strong performance earlier in the week. With Asian markets trading mixed this morning, attention shifts to key eurozone inflation data, while US markets resume trading for a shortened session. In today’s programme, we welcome Nicolas Jordan from the CIO Office, who discusses the concerns around potential cracks in the artificial intelligence capital expenditure cycle.

  • (00:00 ) - Introduction: Helen Freer, Product & Investment Content

  • (00:28 ) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content

  • (06:23 ) - Update from the CIO Office: Nicolas Jordan, CIO Strategy & Investment Analysis

  • (11:29 ) - Closing remarks: Helen Freer, Product & Investment Content


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Global markets catch their breath amid eurozone data watch

Global markets catch their breath amid eurozone data watch

Julius Baer