Beyond Markets

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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The epicenter of the banking sector storm, Silicon Valley Bank, was taken over last night by another bank named First Citizens BancShares. Still, the collapse of Silicon Valley Bank is a reminder that only the large American banks are subject to regular stress tests and tight regulations. But small banks have no less than $2 trillion of commercial real estate loans, or 44% of their total loan book. Our head of fixed income research Markus Allenspach is not sure all the instruments necessary to prevent another problem are in place, for example a deposit guarantee like the Retail Deposit Guarantee Scheme that ran between October 2008 and October 2010. The Dodd Frank Act of 2010 rules it out, and Treasury Secretary Janet Yellen said she’s not ready to change the law. Instead they’ll only support banks that are in receivership. To reiterate, this is not a big bank problem.

In this episode, Mark Matthews Head Research Asia at Julius Baer shares perspective on the banking sector, and its outlook for markets.

What is Beyond Markets?

Beyond Markets by Julius Baer will no longer be publishing new episodes.
The show continues under a new podcast, Moving Markets, where we will keep delivering timely market perspectives, expert insights, and strategic thinking on global economic and financial developments.
Subscribe to Moving Markets to stay connected with our latest views and analysis.
Spotify: https://open.spotify.com/show/2AYJMvVqqIavsPP7v4YxEs?si=89f4cbc96d574239
Apple Podcast: https://podcasts.apple.com/ch/podcast/moving-markets-daily-news/id1628819647

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.