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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This episode was recorded on August 5, 2024.

The intensity of the selloff in markets has taken many investors by surprise, with Japan's Nikkei index tumbling around 18% in the past 5 days.  Weaker than expected US labour data also triggered the Sahm rule, a signal of recession, and has spooked US equity markets as well.​

This episode is presented by Jen-Ai Chua, Equities Analyst at Julius Baer.