Beyond Markets

What Trump's comeback means for markets

Listen Later

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.

Subscribe to Moving Markets on Spotify
Subscribe to Moving Markets on Apple Podcasts 


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
  • (00:48) - A strong mandate for Trump
  • (01:52) - US equities surge post-results
  • (02:49) - Does the equity bull market have legs?
  • (03:39) - Antitrust on Big Tech - What now?
  • (04:49) - Strong outlook for equities
  • (06:40) - Sharp moves in Treasury yields
  • (09:04) - Will the Fed continue on its interest rate path?
  • (10:09) - The future of an independent Fed and Powell
  • (12:22) - What's driving the Dollar?
  • (13:35) - Impact of tariffs vs. potential bigger fiscal deficit
  • (14:32) - Quick thoughts - Gold, crypto, large/mid-caps, oil & gas, renewable energy,  EVs, healthcare, banks, defence, China, Japan, Germany
  • (20:41) - Summary
    • ...more
    View all episodesView all episodes
    Download on the App Store
    Beyond MarketsBy Julius Baer
    • 5
    • 5
    • 5
    • 5
    • 5

    5

    4 ratings

    More shows like Beyond Markets

    View all
    Exchanges by Goldman Sachs

    Exchanges

    970 Listeners

    Trumponomics by Bloomberg

    Trumponomics

    354 Listeners

    Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

    Insights Now

    94 Listeners

    UBS On-Air: Market Moves by Client Strategy Office

    UBS On-Air: Market Moves

    192 Listeners

    Making Sense by J.P. Morgan

    Making Sense

    69 Listeners

    Thoughts on the Market by Morgan Stanley

    Thoughts on the Market

    1,311 Listeners

    Saxo Market Call by SaxoStrats

    Saxo Market Call

    128 Listeners

    At Any Rate by J.P. Morgan Global Research

    At Any Rate

    78 Listeners

    Market Maker by AmplifyME

    Market Maker

    25 Listeners

    The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

    The Macro Trading Floor

    218 Listeners

    The Markets by Goldman Sachs

    The Markets

    81 Listeners

    Bloomberg Daybreak: Asia Edition by Bloomberg

    Bloomberg Daybreak: Asia Edition

    10 Listeners

    Bloomberg Talks by Bloomberg

    Bloomberg Talks

    21 Listeners

    Bloomberg Daybreak: Europe Edition by Bloomberg

    Bloomberg Daybreak: Europe Edition

    9 Listeners

    Moving Markets by Julius Baer

    Moving Markets

    4 Listeners