Julius Baer

As we usher in the new year Julius Baer will be pausing activity on this channel moving forward. But in the meantime, follow us on: ➡️ LinkedIn: ow.ly/OWei50Y1AZL ➡️ Instagram: ow.ly/uLxx50Y1AZl ➡️ Market Insights: ow.ly/ZA9150Y1AZj

Lower inflation led the way, tech earnings brightened the day. UK cut, ECB stayed dovish — markets climbed. Japan raised rates, now at their highest since 2006. Tim Gagie, Head of FX Advisory Geneva, closed the FX year in rhyme. Listen in to today’s #MovingMarkets Podcast. Listen here: ➡️Apple Podcasts: ow.ly/tY0X50Xxk5u ➡️Spotify: ow.ly/PuMm50Xxk5t #MovingMarkets #MarketInsights

The SNB sees its policy as expansionary and expects wage growth (~1%) to support inflation. With price stability not at risk, rates likely stay at 0.0% through 2026. What it means: Inflation should remain low but positive—avoiding deflation while supporting modest growth (~1%). ➡️ Learn more: ow.ly/hFIk50XLtv8 #MarketInsights #ChartOfTheMonth

#WATCH | "Global market volatility driven by US tech and AI valuation concerns may actually benefit India as a diversification play," says Mark Matthews, Julius Baer Full Interview: youtu.be/PQGj8eemDfo?si… @SnehiShah11 @hershsayta @juliusbaer

Markets lacked festive cheer yesterday with global equities mostly continuing to decline. Today’s guests include Norbert Rücker, Head of Economics & Next Generation Research, on oil markets and Nicolas Jordan, CIO Office, on 2026 asset allocation strategies. Tune in to today’s #MovingMarkets podcast to hear more. Listen here: ➡️Apple Podcasts: ow.ly/tY0X50Xxk5u ➡️Spotify: ow.ly/PuMm50Xxk5t #MovingMarkets #MarketInsights

US jobs data, Tesla's surge, and oil's wild ride – markets digested a mix of headlines yesterday. Tune in to today’s #MovingMarkets podcast for insights from Dario Messi on bonds and central banks, and Mathieu Racheter on Swiss equities and financials. Listen here: ➡️Apple Podcasts: ow.ly/tY0X50Xxk5u ➡️Spotify: ow.ly/PuMm50Xxk5t #MovingMarkets #MarketInsights

As 2025 concludes, central banks are prioritising stability. The Fed eased rates by 25bps and resumed modest balance sheet expansion — primarily to manage liquidity, not signal stimulus. Meanwhile, the ECB and SNB held rates steady, reflecting confidence in current policy settings amid moderate growth and inflation near target. This coordinated caution creates fertile ground for non-yielding assets. Gold, up over 60% this year, is no longer just a hedge — it’s a response to lasting macro uncertainty, central bank agility, and shifting liquidity regimes. ➡️ Learn more in our Research Weekly: ow.ly/gbA850XKIT6 #MarketInsights

European markets rally while sentiment on Wall Street stays subdued ahead of key data releases. In today’s #MovingMarkets podcast, Dr. Damien Ng from Next Generation Research says the outlook for the #biotech sector is finally brightening. Listen here: ➡️Apple Podcasts: ow.ly/tY0X50Xxk5u ➡️Spotify: ow.ly/PuMm50Xxk5t #MovingMarkets #MarketInsights

Anxiety surrounding AI-linked stocks continued to impact global equities as the week drew to a close. Tune in to today's #MovingMarkets podcast for the technical view from Mensur Pocinci on #precious metals, the #USD, and the likelihood of a year-end rally. Listen here: ➡️Apple Podcasts: ow.ly/tY0X50Xxk5u ➡️Spotify: ow.ly/PuMm50Xxk5t #MovingMarkets #MarketInsights

Equities rally post-Fed rate cut, but big tech lags. In today’s #MovingMarkets podcast, Tim Gagie, Head of PB Sales Geneva for FX and precious metals, shares his insights on current #currency and #metal market dynamics. Listen here: ➡️Apple Podcasts: ow.ly/tY0X50Xxk5u ➡️Spotify: ow.ly/PuMm50Xxk5t #MovingMarkets #MarketInsights

Group CIO Yves Bonzon highlights how state-sponsored capitalism is the thing investors need to watch going into the next decade. Watch below as he shares why. ➡️ Learn more in our Secular Outlook publication: ow.ly/SFHi50XIkg1 #CIOViews #SecularOutlook

Fed cuts rates to 3.5%–3.75%: US equities rise, the dollar slips, but Oracle’s AI outlook sours technology sentiment. Also on today’s #MovingMarkets podcast: Carsten Menke, Head of Next Generation Research, on what’s next for gold and silver. Listen here: ➡️Apple Podcasts: ow.ly/tY0X50Xxk5u ➡️Spotify: ow.ly/PuMm50Xxk5t #MovingMarkets #MarketInsights

It's Fed day! Dot plots, economic projections and the chair's comments after the rate decision will all be the real focus. Tune in to the #MovingMarkets podcast to find out our equity strategists’ preferred sectors for 2026, as well as their view on high valuations. Listen here: ➡️Apple Podcasts: ow.ly/tY0X50Xxk5u ➡️Spotify: ow.ly/PuMm50Xxk5t #MovingMarkets #MarketInsights

Chinese firms are expanding overseas, targeting Europe & SE Asia for higher margins and growth. We are positive on Chinese equities because: ✅ Overseas revenue is set to rise from ~15% ✅ Margins abroad often double domestic ✅ Earnings outlook: low-to-mid teens growth ➡️ The US Fed rate cut adds another twist to the 2026 narrative. Learn more in our Research Weekly: ow.ly/M5ry50XGIqF #MarketInsights

Global markets are holding steady ahead of the Fed’s pivotal decision, but M&A and tech headlines are stealing the spotlight. Listen to today's #MovingMarkets podcast for the latest market trends and longevity investment insights with Damien Ng. Listen here: ➡️Apple Podcasts: ow.ly/tY0X50Xxk5u ➡️Spotify: ow.ly/PuMm50Xxk5t #MovingMarkets #MarketInsights

Julius Baer - Now in Abu Dhabi We are pleased to announce that we have received final approvals to open an advisory office in Abu Dhabi, the capital of the UAE. Our new entity, Julius Baer (Abu Dhabi) Ltd, will open in ADGM the financial centre of Abu Dhabi and marks an important step in our twenty-year commitment to the UAE. Abu Dhabi is emerging as one of the world’s most ambitious wealth hubs, and being present here brings us closer to the ultra-high net worth individuals, family offices and entrepreneurs we serve. The office will be led by Amir Iskander, bringing deep regional experience to our growing footprint in the Middle East. ➡️ Read the full story here: ow.ly/qnKU50XFwpe #BehindTheScenes #AbuDhabi @ADGlobalMarket

Mark Matthews, Head of Research Asia, joins Bloomberg to share his views on the economy in Asia. He highlighted investment opportunities across Asia, favouring Australian corporate bonds for their yields and noting that China's advances in technology and AI could underpin a stronger renminbi. ➡️ Watch the full interview: ow.ly/p4vH50XFxYB #MarketInsights @business

Equity markets move higher ahead of this Wednesday’s Fed rate decision. And Markus Wachter from our Technical Analysis team talks about copper, the US dollar, and why equities are heading for a year-end rally. Tune in to today’s #MovingMarkets podcast to hear more. Listen here: ➡️Apple Podcasts: ow.ly/tY0X50Xxk5u ➡️Spotify: ow.ly/PuMm50Xxk5t #MovingMarkets #MarketInsights

Mixed US jobs data, China's IPO buzz, and global central banks hold more gold than US Treasuries. Tim Gagie, Head of FX Advisory Geneva, talks about volatile metals and range trading in FX markets. Listen in to today's #MovingMarkets podcast. Listen here: ➡️Apple Podcasts: ow.ly/tY0X50Xxk5u ➡️Spotify: ow.ly/PuMm50Xxk5t #MovingMarkets #MarketInsights

Peak US exceptionalism. Europe’s value revival. Gold’s structural bid. Capital markets are being rewired by innovation, policy and geopolitics. The winners? Those adapting to the new rules. 📈 Learn more about the capital market trends shaping the decade: ow.ly/Tz9w50XBIg8 #CIOViews