US stocks surged after Donald Trump’s 2024 presidential election victory — but what does this mean for the future of the markets?
In this episode, Christian Gattiker, Head of Research and William Fong, Co-Head, Alternatives & Strategic Solutions Asia at Julius Baer, explore their outlook on equities, bonds, and other key asset classes, examining where opportunities and risks may lie ahead.
- (00:00) - Intro
- (00:19) - A strong mandate for Trump
- (01:23) - US equities surge post-results
- (02:20) - Does the equity bull market have legs?
- (03:10) - Antitrust on Big Tech - What now?
- (04:20) - Strong outlook for equities
- (06:11) - Sharp moves in Treasury yields
- (08:35) - Will the Fed continue on its interest rate path?
- (09:40) - The future of an independent Fed and Powell
- (11:53) - What's driving the Dollar?
- (13:06) - Impact of tariffs vs. potential bigger fiscal deficit
- (14:03) - Quick thoughts - Gold, crypto, large/mid-caps, oil & gas, renewable energy, EVs, healthcare, banks, defence, China, Japan, Germany
- (20:12) - Summary
