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.

Subscribe to Moving Markets on Spotify
Subscribe to Moving Markets on Apple Podcasts 

Fed Chair Jerome Powell clearly signalled at Jackson Hole that a rate cut at the Fed’s September meeting is likely. In this episode of the Beyond Markets podcast, Helen Freer talks to Julius Baer’s Head of Fixed Income Research, Dario Messi, about what a resumption of the Fed’s rate-cutting cycle would mean for bond markets. They also discuss the current fiscal concerns and the expected impact of tariffs on inflation, both in and outside of the US.

  • (00:32) - Introduction
  • (01:19) - What would the resumption of a rate-cutting cycle by the Fed mean for bond markets?
  • (02:56) - What impact will the fiscal concerns have?
  • (04:06) - What duration is currently appropriate in a bond portfolio?
  • (05:01) - What impact might tariffs have on fixed income markets?
  • (07:34) - Is the Fed’s independence really in danger?
  • (09:15) - Should investors consider corporate credit exposure?
  • (10:06) - Would exposure to European corporate bonds also be appropriate?
  • (11:40) - Summary and closing remarks

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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.
Subscribe to Moving Markets to stay connected with our latest views and analysis.
Spotify: https://open.spotify.com/show/2AYJMvVqqIavsPP7v4YxEs?si=89f4cbc96d574239
Apple Podcast: https://podcasts.apple.com/ch/podcast/moving-markets-daily-news/id1628819647

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.