Beyond Markets

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
  • (00:19) - A strong mandate for Trump
  • (01:23) - US equities surge post-results
  • (02:20) - Does the equity bull market have legs?
  • (03:10) - Antitrust on Big Tech - What now?
  • (04:20) - Strong outlook for equities
  • (06:11) - Sharp moves in Treasury yields
  • (08:35) - Will the Fed continue on its interest rate path?
  • (09:40) - The future of an independent Fed and Powell
  • (11:53) - What's driving the Dollar?
  • (13:06) - Impact of tariffs vs. potential bigger fiscal deficit
  • (14:03) - Quick thoughts - Gold, crypto, large/mid-caps, oil & gas, renewable energy,  EVs, healthcare, banks, defence, China, Japan, Germany
  • (20:12) - Summary

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.