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Jul 2025
10m 25s

A historic upset in Japan

JULIUS BAER
About this episode

Japan's Upper House election has sparked market uncertainty after the ruling LDP coalition lost control. Nevertheless, the JPY remained surprisingly stable. The S&P 500 and MSCI World indices reached new heights last week, bolstered by robust economic data and impressive corporate earnings. The US Congress passes legislation regulating stablecoins, thereby giving credibility to the digital asset industry. According to Mensur Pocinci, Head of Technical Analysis, the CHF is likely to maintain its strength, and small- and mid-cap stocks are currently preferred over large-cap equivalents in the Swiss equities market.

  • (00:00) - Introduction: Helen Freer, Investment Writing
  • (00:28) - Markets wrap-up: Mike Rauber, Investment Writing
  • (06:09) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (09:17) - Closing remarks: Helen Freer, Investment Writing


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