The Week in Markets: Plenty to stay positive about, despite turbulence in Tech

The most likely trajectory for the Middle East is that things de-escalate. World economic growth looks set to accelerate, meaning inflation could remain sticky. We look for rate cuts in September, November and December, and for treasury yields to come down a little bit. Technology stocks are sensitive to the slightest negatives, but a strong economy still suggests a positive outlook for earnings growth this year.

This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

Middle East, oil, economic growth, inflation, rate cuts, treasury yields, technology stocks, earnings growth.

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.
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