Beyond Markets

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 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.