The Week in Markets - Volatility

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 recent market volatility in both the US and China markets.  Specifically we discuss why the rates market sold off and how that may affect US assets, why the current pullback in US equities may be an opportunity to add, and how the latest financing challenge in the Chinese trust industry may hurt sentiment. Last but not least, India stands out as a long-term pick in Asia - we explain why.  

This episode is presented by Richard Tang, head Research Hong Kong for 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.