

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.
Episodes


Tariff Shock: Can bonds still beat rising inflation?

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

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

Gold: Separating the signals from the noise

Water: Too little and too much

The Week in Markets: China calls the US’ bluff

Liberation Day tariffs: Keep calm and carry on

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

Investing in equities amid tariff tensions

The Week in Markets: “Flooding the zone”

Geopolitics in flux: New paradigms for a new era

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

The Week in Markets: Transatlantic policy shifts challenge USD exceptionalism

In Conversation with GROW: Are the tables turning?
This Julius Baer podcast features Richard Tang interviewing Hong Hao, Grow's chief economist, about the positive market reaction to China's National People's Congress (NPC). The discussion analyzes the NPC's economic targets (5% GDP growth, 4% fiscal deficit), noting the positive language used regarding consumption an...

The Week in Markets: Clash at the White House

Yield Hunting - The role of Corporate Credit

The Week in Markets – Eye on Europe

Are European markets back on track?

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