The Week in Markets - New iPhones, higher inflation and scary Septembers

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.

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In this episode, we discuss what’s on the radar for us that could move the markets. This week, we wait for Apple’s launch of new iPhones and watches. Will it be enough to spur people to upgrade their phones? On Wednesday, we will get US inflation data which could make the Fed stay high-for-longer. Finally, September is usually a scary month for investors but in our analysis, this time is likely a good time to buy stocks for the year end.

This episode is presented by Kelly Chia (Deputy Head of Research, Asia).