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Aug 2025
16m 25s

Fed independence in the spotlight as mar...

JULIUS BAER
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Yesterday
The View Beyond: China’s old and new tech divide
Against a shifting macro backdrop, markets are responding to easing geopolitical tensions following a US-Iran peace deal, with oil prices falling sharply and Asian equities rallying. Within China, however, a stark divergence persists: Hong Kong’s “old tech” sector has lagged, whi ... Show More
25m 16s
Jun 19
A week dominated by geopolitics and central banks
Global markets have been driven this week by a US–Iran deal, a more hawkish Fed under Kevin Warsh, and a Bank of Japan rate hike to multi-decade highs. Markets are now pricing in further US policy tightening, with record Treasury futures volumes signalling strong expectations for ... Show More
12m 42s
Jun 18
Hawkish Fed, calmer world? Markets reprice as geopolitics shift
European equities extended their upward momentum, while US markets faced selling pressure after the first FOMC meeting under Chair Kevin Warsh delivered a surprisingly hawkish tone, pushing Treasury yields higher. Yet, sentiment later shifted again as news of a signed memorandum ... Show More
11m 37s
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