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Beyond Markets podcast

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Beyond Markets

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  Julius Baer  

“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.

“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.

 

All

Progress

Duration

Release Date

#343

The Week in Markets: Hitting the pause button

The US and China have agreed to a 90-day truce in the trade war, following negotiations in... more

Yesterday

09 MINS

09:38

Yesterday

#342

The Week in Markets: Sell in May and go away

In this episode of The Week in Markets, equities research analyst Jen-Ai Chua discusses th... more

06 May 2025

06 MINS

06:03

06 May 2025

#341

The Week in Markets: Markets rebound as US softens its tone

US Treasuries and equities staged a strong comeback last week after US President Donald Tr... more

28 Apr 2025

06 MINS

06:22

28 Apr 2025

#340

The Week in Markets: Fed's independence under pressure

US President Donald Trump escalated his open criticism of Federal Reserve chair Jerome Pow... more

22 Apr 2025

09 MINS

09:05

22 Apr 2025

#339

Tariff Shock: Can bonds still beat rising inflation?

The yield on the benchmark 10-year US Treasury moved up 50 basis points last week, represe... more

21 Apr 2025

26 MINS

26:09

21 Apr 2025

#338

Understanding Trump’s tariffs: what it all means for investors

US President Trump’s Liberation Day tariff announcements sent shockwaves through financial... more

14 Apr 2025

35 MINS

35:24

14 Apr 2025

#337

The Week in Markets: Treasury market gets the White House’s attention

Recent spikes in Treasury yields, public criticism from Republican mega-donors on the tari... more

14 Apr 2025

15 MINS

15:05

14 Apr 2025

#336

Gold: Separating the signals from the noise

As global markets reel from the fallout of the "Liberation Day" tariff announcements, gold... more

11 Apr 2025

12 MINS

12:55

11 Apr 2025

#335

Water: Too little and too much

In this episode of Beyond Markets we take a closer look at water. With water scarcity and ... more

08 Apr 2025

18 MINS

18:08

08 Apr 2025

#334

The Week in Markets: China calls the US’ bluff

Like in the Star Wars movie “The Phantom Menace”, the taxation of trade routes is leading ... more

07 Apr 2025

16 MINS

16:15

07 Apr 2025

#333

The Week in Markets: Tariffs weigh on the economy and the market

New tariffs will surely lead to a rise in inflation, as will the oil price, if Iran ignore... more

01 Apr 2025

10 MINS

10:04

01 Apr 2025

#332

Investing in equities amid tariff tensions

The second inauguration of Donald Trump has resulted in something of an upheaval for equit... more

28 Mar 2025

18 MINS

18:35

28 Mar 2025

#331

The Week in Markets: “Flooding the zone”

This year, the S&P 500 index has been in what technical analysts call a “broadening format... more

24 Mar 2025

17 MINS

17:02

24 Mar 2025

#330

Geopolitics in flux: New paradigms for a new era

The world is witnessing a rapid shift towards de-globalisation, accelerated in part by the... more

20 Mar 2025

15 MINS

15:03

20 Mar 2025

#329

The Week in Markets: Policy risks continue to weigh on markets

There has been a significant correction in US markets since mid-February, with the S&P ind... more

17 Mar 2025

05 MINS

05:28

17 Mar 2025

#328

The Week in Markets: Transatlantic policy shifts challenge USD exceptionalism

Germany’s surprise €500bn infrastructure plan marks a historic break from fiscal restraint... more

10 Mar 2025

06 MINS

06:30

10 Mar 2025

#327

In Conversation with GROW: Are the tables turning?

The initial read of the third session of China's 14th National People Congress has been ge... more

06 Mar 2025

28 MINS

28:04

06 Mar 2025

#326

The Week in Markets: Clash at the White House

An unprecedented clash between Ukraine President Volodymyr Zelensky and US President Donal... more

03 Mar 2025

06 MINS

06:46

03 Mar 2025

#325

Yield Hunting - The role of corporate credit

With inflation expectations rising, credit spreads at historical tights, and US Treasury m... more

27 Feb 2025

18 MINS

18:54

27 Feb 2025

#324

The Week in Markets – Eye on Europe

In this episode of The Week in Markets, equities research analyst Jen-Ai Chua discusses th... more

24 Feb 2025

06 MINS

06:31

24 Feb 2025

#323

Are European markets back on track?

European stock markets have excelled so far this year but to what extent does this reflect... more

20 Feb 2025

23 MINS

23:37

20 Feb 2025

#322

The Week in Markets: Rest of the world outperforming the US so far this year

Inputs from US inflation indices released last week infer a January core Personal Consumpt... more

17 Feb 2025

11 MINS

11:36

17 Feb 2025

#321

The Week in Markets: ​DeepSeek optimism

With a mixed set of US jobs data last week, investors are looking to this week’s inflation... more

10 Feb 2025

08 MINS

08:34

10 Feb 2025