The Week in Markets – The case for a year-end rally

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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In this episode of The Week in Markets, we examine the recent moves in rates and equities and elaborate why US equities may stage a year-end rally, and the sectors we would focus on. For the Chinese market, we see tactical opportunities in select themes and sectors as the market now seems to be at the low end of its trading range.

 

This episode is presented by Richard Tang, Head of Research Hong Kong at Julius Baer.

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.