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The Week in Markets: ​DeepSeek optimism episode artwork

Feb 10, 2025 8 min

The Week in Markets: ​DeepSeek optimism

from Beyond Markets Hosted by Julius Baer

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 With a mixed set of US jobs data last week, investors are looking to this week’s inflation numbers and Federal Reserve Chair Jerome Powell’s testimony for clearer guidance on the Fed’s next steps. In China, optimism is rising with DeepSeek’s disruption of the AI sector and better-than-feared impact from Trump’s tariffs. We also discuss the role of Gold and Bitcoin in risk hedging. This episode is presented by Richard Tang, China Strategist and Head of Research for Hong Kong at Julius Baer.

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The Week in Markets: ​DeepSeek optimism

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