The Week in Markets - Taking stock after a busy week of central bank action

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, we examine the recent central bank actions and review the asset market moves. In particular, we discuss our latest views on two popular funding currencies - the Japanese Yen and the Swiss Franc, how to think about the Japanese equity market if the Yen does appreciate, and why we should stick to quality stocks in the US.

This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Bank Julius Baer.