“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
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In this episode of Beyond Markets, Carsten Menke and Norbert Rucker, Next Generation Research experts at Julius Baer, discuss the boom in AI and data centres and what this means for energy and the econom
Published 11/20/24
The S&P fell 2% last week, but it is still 1.5% higher following the Donald Trump’s victory at the 2024 US presidential election. Serious change looks set to be coming under a second Trump administration. The new administration will implement a libertarian vision, which includes economic...
Published 11/18/24