Beyond Markets

This week's episode explores how markets are moving beyond tariff fatigue, with attention shifting to the surge in copper prices and renewed interest in European assets. We also touch on the latest US tariff announcements and their implications for trade partners. 

Meanwhile, diverging views within the Federal Reserve and strong technicals continue to shape sentiment in Asian credit. We discuss what these developments could mean for portfolio positioning.

This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia 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.