PodParley PodParley
PodParley
The Week in Markets: Impact of the dollar decline

EPISODE · Jun 2, 2025 · 6 MIN

The Week in Markets: Impact of the dollar decline

from Beyond Markets · host 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 The shift in the way the US trades with the world is fundamentally leading to higher inflationary pressures, and in turn causing a weakening US dollar. This has significant implications for investors, and is a risk to the concept of US exceptionalism. In such an environment, we see value in diversifying away from the US in sectors that can be easily replaced. The US, however, remains a leader in the technology sector. In the fixed income space, elevated rates are likely here to stay, which means going for long duration is possibly not ideal. This episode, presented by Bhaskar Laxminarayan, Chief Investment Officer Asia at Julius Baer, explores these themes and provides insights for investors navigating this complex landscape.

NOW PLAYING

The Week in Markets: Impact of the dollar decline

0:00 6:18

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Last Outlaws Impact Studios at UTS In a History Lab season like no other, we're pulling on the threads of one of Australia's great misunderstood histories, moving beyond the myths to learn what the Aboriginal brothers Jimmy and Joe Governor faced in both life and death.Australia's budding Federation is the background setting to this remarkable story, that sees the Governor brothers tied to the inauguration of a 'new' nation and Australia's dark history of frontier violence, racial injustice and the global trade and defilement of Aboriginal ancestral remains. This Impact Studios production is a collaboration with the Governor family, UTS Faculty of Law and Jumbunna Institute for Indigenous Education and Research.The Last Outlaws teamKatherine Biber - UTS Law Professor and Chief InvestigatorAunty Loretta Parsley - Great-granddaughter of Jimmy Governor and the Governor Family Historian Leroy Parsons - Governor descendant, Narrator and Co-WriterKaitlyn Sawrey - Host, Writer and Senior ProducerFrank Lopez - Writer, Managing Next Generation Energy Systems Cambridge University Background Stakeholders working with energy systems have to make complex decisions formulated from risk-based assessments about the future. The move towards more renewables in our energy systems complicates matters even further, requiring the development of an integrated power grid and continuous and steady transformation of the UK power system. Network flows must be managed reliably under uncertain demands, uncertain supply, emerging network technologies and possible failures and, further, prices in related markets can be highly volatile. Mathematicians working with engineers and economists, can make significant contributions to address such issues, by helping to develop fit-for-purpose models for next generation energy systems. These interdisciplinary approaches are looking to address a range of associated problems, including modelling, prediction, simulation, control, market and mechanism design and optimisation. This knowledge exchange workshop was part of the four months Res Compiler Red Hat When it comes to technology, you may have questions. So do we. Every other week, we demystify the tech industry, one answer at a time. Join us as we bring together a chorus of perspectives from within Red Hat to break down the big, emerging ideas that matter both today and beyond. Compiler is hosted by Angela Andrews and Brent Simoneaux. Learn more about our show at redhat.com/en/compiler-podcast The Data Engineering Show The Firebolt Data Bros The Data Engineering Show is a podcast for data engineering and BI practitioners to go beyond theory. Learn from the biggest influencers in tech about their practical day-to-day data challenges and solutions in a casual and fun setting.SEASON 1 DATA BROSEldad and Boaz Farkash shared the same stuffed toys growing up as well as a big passion for data. After founding Sisense and building it to become a high-growth analytics unicorn, they moved on to their next venture, Firebolt, a leading high-performance cloud data warehouse.SEASON 2 DATA BROSIn season 2 Eldad adopted a brilliant new little brother, and with their shared love for query processing, the connection was immediate. After excelling in his MS, Computer Science degree, Benjamin Wagner joined Firebolt to lead its query processing team and is a rising star in the data space. For inquiries contact [email protected]: https://www.firebolt.io
URL copied to clipboard!