Julius Baer

Swiss stocks surged 5.6% in early Q4, outperforming European and US markets due to a defensive sector composition heavily weighted in healthcare and consumer goods.

Europe is establishing an industrial-scale carbon capture and storage market, driven by projects like Northern Lights and Greensand, targeting heavy industries and net-zero emissions.

Julius Baer research indicates that a sharp correction in the AI sector could trigger falling inflation, prompting U.S. Treasury bonds to resume their historical role as a portfolio hedge.

Julius Baer analysts highlight a mixed market outlook, driven by surging AI-powered cyber threats boosting security demand and plunging iron ore prices due to China's real estate crisis.

US nonfarm payrolls rose by 162,000 in August, keeping the unemployment rate at 4.1%. The robust labor market data has shifted market expectations toward a 60% chance of a Federal Reserve rate hike ahead of the September FOMC meeting.

After conflicts in the Middle East and Russia pushed refining margins to a record high and affected gas stations, Julius Baer bank reveals a surprising forecast regarding the future of fuel prices in the near term.

The investment bank reveals a dramatic review of US tech giants, China's new growth engine, and the country receiving a special recommendation with a new record target.

A dramatic review by the investment house Julius Baer presents a shake-up in global markets with updated forecasts for precious metals and a shift in the dollar-euro exchange rate outlook.

The Swiss bank Julius Baer estimates that the exclusive dominance of tech giants is nearing its end, and points to new opportunities in Europe and Asia towards the end of 2026.

Julius Baer analysts report that the leveraged buyout (LBO) sector is experiencing a significant surge, with 2026 potentially reaching unprecedented levels driven by direct financing. Meanwhile, global oil inventories remain stable, leading experts to forecast a decline in oil prices.

A review by Julius Baer presents a surprising snapshot of the markets and identifies areas worth investing in now, alongside changes in currency and artificial intelligence forecasts.

The employment report reveals an unexpected decline in the number of employed and a sharp slowdown in hiring. Economists estimate that the Fed's next move will directly affect the markets as early as this September.

Economists at the Swiss banking giant analyze the worrying funding gaps of the US Treasury and point to the moment when reality will hit the markets and yields could skyrocket. Also: the interest rate decision in India and the impact on inflation.

The combination of the war against Iran and stubborn inflation is driving a dramatic policy shift in Europe, the United States, and Japan. Julius Baer provides a special analysis on the expected impact on equity and FX markets.

Julius Baer economists reviewed the Fed's decision to hold rates at 3.5%-3.75%. Despite market pricing, experts argue there is potential for further declines in US Treasury yields.

Even the world's wealthiest are not immune to economic shifts. A new report by Julius Baer reveals the rising costs of a luxury lifestyle and how global elites are adapting their financial habits.

Julius Baer estimates that the surge in oil prices is mainly due to geopolitical tensions, but believes it is a temporary move on the path to resuming negotiations, rather than a crisis that will spiral out of control.