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, Julius Baer Equities Analyst Jen-Ai Chua discusses the nomination of Professor Kazuo Ueda as the next governor of the Bank of Japan, and the possible impact of a regime change on forex markets and Japanese equities. Across the Pacific, the release of the January inflation print in the US will either confirm or detract from the disinflationary narrative currently perpetuated by markets, with implications for future Fed funds rate decisions, the direction of bond yields and asset prices. The Julius Baer house view is for a pause in central bank rates hikes in the next three months.

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.