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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In this episode, Kelly Chia, Deputy Head of Research Asia at Julius Baer shares his thoughts on current market dynamics after a monster short covering rally on 11 November. This was on the back of cooler than expected inflation numbers in the USA. Topics covered: Upcoming data points to watch out for, The probability of Recession, Hedging against inflation with defensive sectors eg Healthcare and Staples, Yield Curve inversion, COP27