The Week in Markets – Halloween comes early

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 is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
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