About this episode
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 reviewed policy outcomes of two of the largest central banks, the Fed and Bank of Japan as they had policy meetings last week. We see that Bank of Japan’s further relaxation of the yield curve control is positive for Japanese banks, and the Fed’s tone has led to treasury bond and US equity rallies. Recent developments have given us the confidence that the year-end rally may indeed happen.
This episode is prepared by Richard Tang, the Head of Research Hong Kong at Bank Julius Baer.
Get every episode summarized
Each time Beyond Markets publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Beyond Markets
Moving Markets – the new home for Beyond Markets content
Beyond Markets
Secular Outlook 2026: A CIO Perspective on the Forces Shaping the Decade Ahead
Beyond Markets
The Week in Markets: Economically-sensitive stock market indices break to new hi...
Beyond Markets
China Conversations: AI momentum and policy tailwinds into 2026
Beyond Markets