The Week in Markets – Locking in yields as inflation normalizes in the US

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 the inflation obsession that the world has been facing since the re-opening is waning. We also talked about the three elements supporting disinflation in the US as well as the expected timing of possible rate cuts in the US by our economist.   As we are turning the corner in interest rate expectations, we see pockets of value in the quality high grade space and believe investors can lock in yields before the rate cut in 2024.

This episode is presented by Magdalene Teo, Head of Fixed Income Research, Asia at Bank Julius Baer.