Beyond Markets

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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In this episode of The Week in Markets, equities research analyst Jen-Ai Chua highlights how stronger than expected non-farm payrolls data has spooked US markets, while the much awaited press conference by China’s National Development and Reform Commission (NDRC) on Tuesday disappointed. More economic data releases in upcoming weeks should provide greater clarity as to the likelihood of ‘no landing’ in the US and the slowdown in China. We expect the Asian REITs to continue doing well as expectations of lower rates remain intact.

This episode was recorded on October 8, 2024.

What is Beyond Markets?

Beyond Markets by Julius Baer will no longer be publishing new episodes.
The show continues under a new podcast, Moving Markets, where we will keep delivering timely market perspectives, expert insights, and strategic thinking on global economic and financial developments.
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The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.