The Week in Markets – Looking into next year

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, we present an overview of what we expect in 2024. In short, the market focus will shift from inflation to growth. We explain why the US economy will remain solid, what we like within fixed income and equities, and discuss our view on the US dollar. We also summarize our arguments for Japan and China. This episode is presented by Richard Tang, Head of Research Hong Kong at Bank Julius Baer.