# Julius Baer

Top podcast episodes
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Stock Take Today: Oil rebounds, bond yields climb

On today's (1 September) markets analysis on Open For Business, Elakeyaa Selvaraji and Hairianto Diman speak with Mark Matthews, Managing Director, Head of Research Asia, Julius Baer. See omnystudio.com/listener for privacy information.

The View Beyond: Japan’s structural revival takes centre stage

Strong earnings, improving shareholder returns, corporate reforms, and continued AI-related demand have reinforced the case for Japanese equities. But with a stronger yen and policy normalisation underway, can Japan's momentum continue?   In this episode, Cheng Hin Saw, Head of Investment Specialis…

The View Beyond: Market Outlook Year-End 2026 – US headlines, global opportunities

As we head towards the final quarter of 2026, investors face a shifting landscape where AI remains the key growth engine but market leadership is broadening beyond US technology. With volatility persisting and geopolitical risks still in focus, where might the best opportunities lie for investors p…

Stocks jump as oil and yields retreat

Markets rebounded after three tough sessions, fuelled by a reassuring Federal Reserve, easing yields, and falling oil prices. Julius Baer Chief Economist David Kohl breaks down what the latest Fed decision means for the US economy and shares his expectations for the Bank of Japan following its over…

The View Beyond: Earnings growth beyond the Magnificent Seven

Equity markets in 2026 have delivered a volatile ride, with a strong rebound pushing most major indices into positive territory. But as investor focus narrows on AI and the so-called Magnificent Seven, where should attention shift for the remainder of the year—and what risks are hiding in plain sig…

The View Beyond: Can Trump-Xi talks shift market sentiment?

US-China relations are back in the spotlight, with investors watching whether talks between Presidents Trump and Xi can deliver meaningful progress and shift market sentiment. The discussions come as Chinese markets contend with trade uncertainty, tentative policy support and a challenging domestic…

Lindt Dips, ADP Down, Julius Baer Up

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Lindt plans to lower prices for its chocolate products after it pared back its sales-growth guidance for a second time this year, citing subdued consumer confidence.- Shares in ADP fall as much as 4% after repo…

The View Beyond: Higher yields, risk or opportunity?

With the US 10-year treasury yield recently crossing the 5% threshold and the Federal Reserve maintaining a hawkish stance, bond investors are facing heightened volatility and a rapidly shifting landscape. Are higher yields a warning sign of greater risk, or do they present new opportunities for po…

The View Beyond: AI: Money for nothing?

Hyperscaler investment in AI infrastructure has reached unprecedented levels, with capital expenditure figures now dwarfing even those of the global oil and gas industry. As spending surges and supply tightness persists, investors are wondering how sustainable this boom is, and which segments of th…

The View Beyond: China's post-Golden Week reality check

China's Golden Week is often viewed as a pulse check on the health of the world's second-largest economy. This year, the results have reignited debate over consumer confidence, policy stimulus and the outlook for growth. In this episode, we examine what the latest Golden Week trends reveal, while e…