Beyond Markets

Despite uncertainty around the US government shutdown and signs of economic weakness, equities have rallied, though tech stocks paused as AI enthusiasm met valuation concerns. With non-farm payroll data delayed, investors are turning to private sector indicators for labour market insights. Meanwhile, in Japan, Sanae Takaichi’s surprise win as Liberal Democratic Party (LDP) leader signals a potential return to expansionary “Sanaenomics”, a policy stance reminiscent of Abenomics, boosting equities and pressuring the yen. Tune in for a deep dive into the macro shifts shaping markets this week.

This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia, 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.