The Week in Markets: Growth tailwinds meet trade headwind...

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 This week’s episode covers the S&P 500’s new record highs as US fiscal policy proves stimulative, despite ongoing tariff headlines and persistent inflation concerns. We examine the fresh trade deal with Indonesia, rising political uncertainty in Japan, and what August’s looming tariff deadline could mean for global trade. Q2 earnings season is underway, with strong results from US banks and tech stocks. We explore what these developments could mean for portfolio positioning amid shifting market dynamics. This episode is presented by Eric Mak from the Equity Research Asia team at Julius Baer.

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Frequently Asked Questions

How long is this episode of Beyond Markets?

This episode is 5 minutes long.

When was this Beyond Markets episode published?

This episode was published on July 21, 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...

Can I download this Beyond Markets episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.