logo
episode-header-image
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


Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Up next
Yesterday
The View Beyond: Strong Q2 earnings season supports broader equity story
The Q2 earnings season delivered a strong set of results, with positive surprises across sectors and regions. As investors look ahead to the remainder of the year, the broadening of earnings growth and market participation is creating opportunities beyond the dominant AI and tech ... Show More
14m 22s
Aug 21
Stocks dip as oil and bond yields rise
Markets largely dipped yesterday as geopolitical tensions, rising oil prices and disappointing guidance from Walmart weighed on investor sentiment. After yields fell on Wednesday following the announcement from the US Treasury of doubling buybacks of longer-term debt, yesterday t ... Show More
11m 8s
Aug 20
Fed Minutes trumped by US Treasury announcement
The US Treasury provided a boost to bond and equity markets yesterday, announcing that it will more than double repurchases of 10, 20, and 30-year debt in the next few months. This saw the long bond yield fall 10 bps from its 19-year high on Tuesday, to 5.184%. Gold had its best ... Show More
12m 21s
Recommended Episodes
Sep 2025
The Week in Markets: Japan picture optimistic despite near-term political uncertainty
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
8m 13s
Mar 2024
Lots More on Why Japanese Stocks Are Surging
Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren Buffett has been upping his stakes in Japanese companies and activist investors are taking an interest in the market for the first time in decades. An ... Show More
32m 9s
Oct 2025
How Politics Affect Global Markets
Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for.Read more insights from Morgan Stanley.----- Transcript ----- Political developments in Japan ... Show More
5m 6s
Oct 2024
US Markets Wrap: Gold surges to record high near US$2,700 amid high US yields, good US data
Sevasti Balafas, CEO of GoalVest shares her insights on the latest surge in gold prices, boosted by uncertainty surrounding US elections. She also weighs in on the optimism playing out in the markets, and whether utilities is a space to actively look at right now as Microsoft, Am ... Show More
9m 31s
Aug 2024
Crypto Update | What the Strengthening Japanese Yen Means for Crypto
The latest price moves and insights with Jennifer Sanasie. To get the show every day, follow the podcast here. CoinDesk's Jennifer Sanasie breaks down the recent rally in Japanese yen and its implications on the crypto market. Plus, why the market shift fueled by yen's rally coul ... Show More
5m 7s
Oct 2025
OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar
US stocks rise to new records as OpenAI and AMD (AMD) announce a massive AI computing partnership that includes OpenAI taking a 10% stake in the chipmaker. The deal cements AMD’s position as Nvidia’s (NVDA) top challenger in the race for AI dominance, with OpenAI agreeing to purc ... Show More
24m 4s
Aug 2023
Daniel Blake: Japan’s Surge in GDP Growth
<p>While recent news of a potential debt deflation loop in China’s equity market is causing concern for investors, Japan’s equity market resilience may bring optimism.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Daniel Blake from Morgan St ... Show More
3m 47s
Nov 2024
Bullish trends, financials and infrastructure, Bitcoin break out
Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November ... Show More
12m 3s