The Week in Markets – The case for a year-end rally

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 of The Week in Markets, we examine the recent moves in rates and equities and elaborate why US equities may stage a year-end rally, and the sectors we would focus on. For the Chinese market, we see tactical opportunities in select themes and sectors as the market now seems to be at the low end of its trading range.

This episode is presented by Richard Tang, Head of Research Hong Kong at Julius Baer.