Beyond Markets

This year, the S&P 500 index has been in what technical analysts call a “broadening formation” of wider swings, that signals increasing volatility and typically precedes large price moves. While the second Trump administration is less chaotic​​ than the first, it is overwhelming any opposition with a blitz of activity. The thinking is there is no time like the present, and it’s better to do the hard things first to get any economic slowdown they might cause out of the way, before mid-term elections are held in November next year. Meanwhile, the uncertainties Trump has created have ignited animal spirits in long-dormant and lazy economies, and by extension their stock markets.

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.
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.