The Week in Markets – A poor first week for the market is not a signal of a down year

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.

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In this episode, Mark Matthews, Head Research Asia Pacific analyses the economic data and market moves of recent days: including US December nonfarm payrolls coming above expectations, 10-year treasury yields moving above 4%, and the performance of the S&P 500 index in the first week of trading. What does history tell us about how the S&P 500 performs for the full year, after a negative return in the first week? How has the US stock market performed in election years? Tune in to find out more.