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The Week​ in Markets: Bond markets throw a tantrum
Episode 317

The Week​ in Markets: Bond markets throw a tantrum

Beyond Markets

January 13, 20257m 18s

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Show Notes

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 of the week in markets, equities research analyst Jen-Ai Chua highlights how stronger-than-​expected non-farm payrolls data for December has pushed up Treasury yields, resulting in a yawning gap in US and Chinese government bond yields. This has put downward pressure on the Chinese Yuan – although it is not the only currency in Asian expected to soften. The Singapore Dollar, hitherto one of the stronger currencies in Asia, is also likely to weaken this year as inflation ebbs. US consumer and producer price inflation data out this week, and Q4 2024 earnings releases by financial heavyweights will likely determine if the US equity market can trek higher.