The Week in Markets – What’s next after the strong non-farm payroll print?

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 focus on the market dynamics after the strong print of non-farm payroll in the US. While some investors are concerned about the valuations and positioning of US megacap stocks, our analysis suggests that they are far from frothy, with solid earnings delivery supporting further outperformance. In contrast, the liquidity dynamics in the Chinese market look more challenging.

This is presented by Richard Tang, China Strategist and Head Research Hong Kong of Bank 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.