Beyond Markets

What Trump's comeback means for markets

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US stocks surged after Donald Trump’s 2024 presidential election victory — but what does this mean for the future of the markets?


In this episode, Christian Gattiker, Head of Research and William Fong, Co-Head, Alternatives & Strategic Solutions Asia at Julius Baer, explore their outlook on equities, bonds, and other key asset classes, examining where opportunities and risks may lie ahead.

  • (00:00) - Intro
  • (00:19) - A strong mandate for Trump
  • (01:23) - US equities surge post-results
  • (02:20) - Does the equity bull market have legs?
  • (03:10) - Antitrust on Big Tech - What now?
  • (04:20) - Strong outlook for equities
  • (06:11) - Sharp moves in Treasury yields
  • (08:35) - Will the Fed continue on its interest rate path?
  • (09:40) - The future of an independent Fed and Powell
  • (11:53) - What's driving the Dollar?
  • (13:06) - Impact of tariffs vs. potential bigger fiscal deficit
  • (14:03) - Quick thoughts - Gold, crypto, large/mid-caps, oil & gas, renewable energy,  EVs, healthcare, banks, defence, China, Japan, Germany
  • (20:12) - Summary
    • ...more
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