EPISODE · Jun 9, 2025 · 5 MIN
The Week in Markets: Job data surprise forces the Fed to reassess
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 Despite the latest US job data showing resilience, underlying cracks are emerging—highlighted by downward revisions to job growth figures. The stronger-than-expected headline number adds conflicting pressure on the Federal Reserve, complicating the outlook for rate cuts. At the same time, rising yields in Japan and growing concerns over the US fiscal trajectory are prompting investors to seek diversification. With emerging markets and Asian bonds showing strength, the case for quality bonds with moderate duration continues to grow.This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia at Julius Baer.
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 Despite the latest US job data showing resilience, underlying cracks are emerging—highlighted by downward revisions to job growth figures. The stronger-than-expected headline number adds conflicting pressure on the Federal Reserve, complicating the outlook for rate cuts. At the same time, rising yields in Japan and growing concerns over the US fiscal trajectory are prompting investors to seek diversification. With emerging markets and Asian bonds showing strength, the case for quality bonds with moderate duration continues to grow.This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia at Julius Baer.
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The Week in Markets: Job data surprise forces the Fed to reassess
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