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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In this episode of The Week in Markets, Equities Research Analyst Jen-Ai Chua highlights key central bank rate decisions scheduled this week, and their implications for the allocation of assets by investors. The US FOMC’s decision on 13 December to hold was accompanied by encouraging commentary on softer inflation, paving the way for rate cuts in 2024.

Meanwhile, the better than expected showing in the BoJ’s December Tankan lends more support to the end of negative interest rates. decisions. Both developments are positive for income assets like the global REITs and Asian investment grade bonds, which Julius Baer as a house has upgraded to Neutral and Overweight respectively.

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.