All eyes on Japan as markets rally ahead of historic leadership shift

All eyes on Japan as markets rally ahead of h...

JULIUS BAERJULIUS BAER

Up next

US-Iran de-escalation and South Korea’s USD 1.3 trillion spending plan

US-Iran tensions eased over the weekend, supporting risk sentiment going into the new week. However, Asian markets are mixed despite South Korea's pledge of major semiconductor investment, as tech sector concerns temper enthusiasm. Markus Wachter from our Technical Analysis team ...  Show more

 . 16min 27sec
The View Beyond: An investor's perspective of the mid-year outlook 2026

With 2026 at its midpoint, investors are navigating an environment marked by geopolitical tensions, persistent inflation, and shifting growth dynamics across major economies. How are asset allocators responding, and what does this mean for portfolio construction in the months ahe ...  Show more

 . 41min 23sec

Recommended Episodes

Market Volatility Raises Risk-On or Risk-Off Question
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ...  Show more

 . 34min 9sec
🙃 “Hello, FOMO Rally” — Bitcoin’s $60,000 surge. Beyond Meat’s French lover. Teledoc’s bow & arrow.
The Best One Yet

Bitcoin surged past $60K to its highest point in 2 years — We think it’s a FOMO rally, which can quickly become a NOMO drop.Beyond Meat stock popped 30% on a surprise new customer: Europeans – Because Europeans have a better taste for sustainability than Americans do.And Teledoc, ...  Show more

 . 17min 59sec
A quieter market session could favour the dollar
Global Market Insights - Forex, Futures, Stocks

Send us Fan MailGeopolitics takes centre stage as US markets enjoy a bank holiday. Both gold and US dollar try to recoup Friday’s losses. Major currencies extend monthly gains versus the dollar. Yen benefits from strong GDP; aussie prepares for the RBA.Risk Warning: Our services ...  Show more

 . 4min 36sec
What Will Bitcoin 100k Mean For Indian investors?
The Morning Brief

  As Bitcoin nears $100,000, Trump’s pro-crypto policies, including a proposed Crypto Czar and a U.S. “Bitcoin stockpile,” are reshaping global sentiment about this asset class. The EU and UK are advancing crypto regulations, while India’s capital markets regulator SEBI hints at ...  Show more

 . 27min 38sec