The Week in Markets: Transatlantic policy shifts challenge USD exceptionalism

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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Germany’s surprise €500bn infrastructure plan marks a historic break from fiscal restraint, shaking up markets and boosting European stocks.
Meanwhile, US economic uncertainty under Trump is fueling recession fears, pushing Treasury yields down and challenging USD strength.
We also break down Japan’s bond market surge and what it means for global investors.
This episode is presented by Magdalene Teo, Head of Fixed Income Asia at Julius Baer.