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, we discuss five things to note. Firstly, we will review how the market has been doing. Second, we check out what investors have been buying and selling. Thirdly, we explore why digital assets have done so well. Fourth, we try to predict what the fed will do on the 3 May. Finally, we think about what could derail the markets and how a bearish investor can consider positioning.

This episode is presented by Kelly Chia, Deputy Head of Research Asia at Julius Baer.