The week in markets: all quiet on the western front
Beyond Markets - Podcast készítő Julius Baer
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In this episode, Kelly Chia, Deputy Head of Research Asia at Julius Baer shares his thoughts on current market dynamics after a monster short covering rally on 11 November. This was on the back of cooler than expected inflation numbers in the USA. Topics covered: Upcoming data points to watch out for, The probability of Recession, Hedging against inflation with defensive sectors eg Healthcare and Staples, Yield Curve inversion, COP27