Beyond Markets

Despite the latest US job data showing resilience, underlying cracks are emerging—highlighted by downward revisions to job growth figures. The stronger-than-expected headline number adds conflicting pressure on the Federal Reserve, complicating the outlook for rate cuts. 
At the same time, rising yields in Japan and growing concerns over the US fiscal trajectory are prompting investors to seek diversification. With emerging markets and Asian bonds showing strength, the case for quality bonds with moderate duration continues to grow.

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.