The Week in Markets: Navigating through the inflection point

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 Markets have been dominated by extreme bouts of volatility in the past few weeks, such as US equities seeing 3-5% intraday drawdowns, and the Japanese Yen appreciating almost 10% in just 3 weeks. Meanwhile, concerns of overhype in the AI theme and US recession fears feature prominently.​Join Eric Mak from Julius Baer’s Equity Research Asia team, as he shares insights on how to navigate this turbulence.