Beyond Markets

Historical trends suggest that S&P 500 index tends to rebound strongly after periods of sell-off and recovery, with the index always higher a year later. Meanwhile, US Treasury Secretary Scott Bessent said countries that haven’t signed trade deals by August 1 will face the tariffs detailed on April 2. The market, however, is unfazed, and seems to think intimidation followed by negotiation is the modus operandi of this administration. In other news, Thailand is the worst-performing emerging market stock market in the world this year, down 20% The country has had 17 prime ministers in the past 20 years, and the politics could be eventful in the months ahead.

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.