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Dec 2024
18m 5s

French turmoil and German stagnation – w...

JULIUS BAER
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Today
Alphabet’s big raise, Japan’s big run, and precious metals’ way ahead
US stocks rose, with the S&P 500 near a record, led by technology and AI on renewed OpenAI momentum. Alphabet’s USD bond sale drew over USD 100 billion in demand, allowing it to raise USD 20 billion and tighten pricing on its 40‑year bond. The USD weakened on reports that China’s ... Show More
10m 8s
Yesterday
Sanae Takaichi sweeps to victory
Japan’s Prime Minister Takaichi captured a historic supermajority for her Liberal Democratic Party in yesterday’s election, meaning the LDP holds two-thirds or more seats in the Lower House, and giving her the scope to pursue her fiscal agenda. The Nikkei 225 rallied 5.5% today, ... Show More
15m 10s
Feb 7
The View Beyond: What Kevin Warsh means for markets
The nomination of Kevin Warsh as the likely next chair of the Federal Reserve has prompted immediate market reactions and renewed debate around the future direction of US monetary policy. What should investors expect as the Fed faces new leadership?In this episode of Julius Baer’ ... Show More
20m 14s
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