About this episode
Jan 20
International Equities: Looking Beneath the Currency Icing
Americans don’t like fruit cake. This issue comes up every December when Sari, having stolen the job from me, sets about making the family Christmas cake. It is a divine confection - currants, sultanas, cherries, candied peel and almonds, liberally presoaked in whiskey and then f ... Show More
10m 58s
Jan 5
A Baseline Forecast for 2026
Forecasting the economy right now feels a bit like trying to carve a path through thick jungle undergrowth on a foggy day. There are multiple layers of confusion and a forecast has to address these issues first before tracing out a possible path forward.
11m 1s
Dec 15
Why Stocks are Outperforming the Economy
The Red River of the North starts at the confluence of the Bois de Sioux and Otter Tail rivers and forms most of the border between Minnesota and North Dakota. It then crosses into Manitoba and empties into Lake Winnipeg before its waters finally flow into the sea at Hudson Bay. ... Show More
11 m
Aug 2025
Higher Bar for September Rate Cut
<p>There’s a dichotomy between the pace of job growth and the unemployment rate. Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach analyze how the Fed might address this paradox.</p><p><br></p><p>Read more <a href="https://www.morganst ... Show More
10m 52s
Aug 2024
Lots More: Did the Fed Just Make a Policy Mistake?
This week, the Federal Reserve opted to keep interest rates unchanged while suggesting that it could cut as soon as September. But there's an ongoing discussion about whether or not the Fed is behind the curve, with some of the most recent data suggesting that the economy is alre ... Show More
26m 8s
Sep 2025
Can the Fed’s Move Boost Global Credit?
<p>With this week’s announcement of a rate cut and further cuts in the offing, the Fed seems willing to let the U.S. economy run a little hot. Our Head of Corporate Credit Andrew Sheets explains why this could give an unexpected boost to the European bond market. </p><p>Read ... Show More
3m 47s
Aug 2025
Why Stocks Get Ahead of the Fed
<p>Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.</p><p><br></p ... Show More
4m 10s
Apr 2024
What Does 3.5% Inflation Really Mean?
<p>On today’s show we are taking a look at the Macro economy. The bureau of Labor and Statistics published the latest CPI data which came in a bit hotter than expected. This is implying that the Fed will need to keep interest rates higher for longer to combat inflation. The Fed k ... Show More
6m 38s
Sep 2025
The Week in Markets: AI – enhancing profitability, disrupting employment
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 M ... Show More
15m 12s
Sep 2024
Markets Readying for a Rate Cut
4m 25s
Feb 2024
Three Reasons the U.S. Consumer Outlook Remains Strong
2m 48s
Nov 2024
Global Outlook: What’s Ahead for Markets in 2025?
10m 17s
Sep 2025
Business Rundown: Is the Job Market Really as Bleak as the Fed Thinks?
When announcing interest rate cuts earlier this month, Federal Reserve Chair Jerome Powell expressed concerns about the labor market, following major downward revisions to job growth data. But is the US Employment picture as bleak as the Fed sees it? Markets get a clearer view on ... Show More
20m 25s
On Wednesday of next week, the Federal Reserve will almost certainly embark on its long-anticipated easing cycle. However, whether the first cut in the federal funds rate is 25 or 50 basis points is still very much in doubt. This is a crucial question for the economy and financial markets since a 50 basis point cut might well do more harm than good if busine ... Show More
<p>With the Federal Reserve poised to make its long-awaited rate cut this week, our CIO and Chief US Equity Strategist tells us why investors have pivoted their concerns from high inflation to slowing growth. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome ... Show More
<p>Despite a likely softening of the labor market, U.S. consumer spending should remain healthy for 2024.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I’m Sarah Wolfe from the US Economics Team. Along with my colleagues bringing you ... Show More
<p>On the first part of a two-part roundtable, our panel discusses why the US is likely to see a slowdown and where investors can look for growth.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><strong>Vishy Tirupattur:</strong> Welcome to Thoughts on the Market. I ... Show More
