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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After a strong September for equities, the question now is if we can expect a year-end rally. An analysis of the charts provides a clear answer. In this episode of the Beyond Markets podcast, Mensur Pocinci, Head of Technical Analysis at Julius Baer, talks to Helen Freer about the significance of the steepening yield curve and the depreciating US dollar for equities, as well as which regions and sectors are set to outperform over the remainder of the year.

00:38 – Introduction to speakers and topic
01:00 – What is technical analysis?
03:03 – What do September’s equity market returns mean for the rest of the year?
04:34 – What does a depreciating US dollar mean for equities?
06:02 – How significant is the steepening yield curve?
07:46 – Which regions are set to perform better?
08:30 – What’s next for Chinese equities?
09:35 – Which sectors should do well now?
10:25 – After reaching new all-time highs, how is gold set to perform now?
11:30 – Closing remarks

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