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The Week in Markets – What’s next after the strong non-farm payroll print? episode artwork

EPISODE · Feb 6, 2024 · 9 MIN

The Week in Markets – What’s next after the strong non-farm payroll print?

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 In this episode of “The Week in Markets”, we focus on the market dynamics after the strong print of non-farm payroll in the US. While some investors are concerned about the valuations and positioning of US megacap stocks, our analysis suggests that they are far from frothy, with solid earnings delivery supporting further outperformance. In contrast, the liquidity dynamics in the Chinese market look more challenging.This is presented by Richard Tang, China Strategist and Head Research Hong Kong of Bank 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 In this episode of “The Week in Markets”, we focus on the market dynamics after the strong print of non-farm payroll in the US. While some investors are concerned about the valuations and positioning of US megacap stocks, our analysis suggests that they are far from frothy, with solid earnings delivery supporting further outperformance. In contrast, the liquidity dynamics in the Chinese market look more challenging.This is presented by Richard Tang, China Strategist and Head Research Hong Kong of Bank Julius Baer.

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The Week in Markets – What’s next after the strong non-farm payroll print?

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Frequently Asked Questions

How long is this episode of Beyond Markets?

This episode is 9 minutes long.

When was this Beyond Markets episode published?

This episode was published on February 6, 2024.

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.
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