The Week in Markets – Eye on Europe - Beyond Markets

What this episode covers

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 In this episode of The Week in Markets, equities research analyst Jen-Ai Chua discusses the implications of two European-centric developments – the freshly concluded German Federal Elections which has returned the conservatives to power, and the growing likelihood of a Russia-Ukraine ceasefire. Both developments are positive for risk, with equities – in particular, cyclical stocks – likely to benefit. Looking ahead, Nvidia’s Q4 2024 earnings numbers, and US Personal Consumption Expenditure (PCE) price data, are both scheduled for release in the coming week. Whether they meet, miss or beat will determine if markets can end February on a positive note.

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Frequently Asked Questions

How long is this episode of Beyond Markets?

This episode is 6 minutes long.

When was this Beyond Markets episode published?

This episode was published on February 24, 2025.

What is this episode about?

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...

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