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Oct 2025
9m 39s

All eyes on Japan as markets rally ahead...

JULIUS BAER
About this episode

Japanese equities surge to fresh record highs as Sanae Takaichi – known for being pro-stimulus - has won the LDP leadership and is likely to become the country's first female prime minister. Consequently, Japanese government bond yields have risen, while the yen weakened against major currencies. Meanwhile, both bitcoin and gold extended their rallies, reaching new highs as investors seek out alternative stores of value. Today, we welcome Mensur Pocinci, Head of Technical Analysis, who shares his insights on whether the current momentum behind gold’s upward trajectory is sustainable - or if a correction may be on the horizon.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:25) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:22) - Technical Analysis update: Mensur Pocinci, Head of Technical Analysis
  • (08:30) - Closing remarks: Bernadette Anderko, Product & Investment Content


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