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 of The Week in Markets, equities research analyst Jen-Ai Chua discusses the implications of two European-centric developments – the freshly concluded German Federal Elections which has returned the conservatives to power, and the growing likelihood of a Russia-Ukraine ceasefire. Both developments are positive for risk, with equities – in particular, cyclical stocks – likely to benefit. 
Looking ahead, Nvidia’s Q4 2024 earnings numbers, and US Personal Consumption Expenditure (PCE) price data, are both scheduled for release in the coming week. Whether they meet, miss or beat will determine if markets can end February on a positive note.