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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US stocks surged after Donald Trump’s 2024 presidential election victory — but what does this mean for the future of the markets?

In this episode, Christian Gattiker, Head of Research and William Fong, Co-Head, Alternatives & Strategic Solutions Asia at Julius Baer, explore their outlook on equities, bonds, and other key asset classes, examining where opportunities and risks may lie ahead.

  • (00:00) - Intro
  • (00:48) - A strong mandate for Trump
  • (01:52) - US equities surge post-results
  • (02:49) - Does the equity bull market have legs?
  • (03:39) - Antitrust on Big Tech - What now?
  • (04:49) - Strong outlook for equities
  • (06:40) - Sharp moves in Treasury yields
  • (09:04) - Will the Fed continue on its interest rate path?
  • (10:09) - The future of an independent Fed and Powell
  • (12:22) - What's driving the Dollar?
  • (13:35) - Impact of tariffs vs. potential bigger fiscal deficit
  • (14:32) - Quick thoughts - Gold, crypto, large/mid-caps, oil & gas, renewable energy,  EVs, healthcare, banks, defence, China, Japan, Germany
  • (20:41) - Summary

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.