Moving Markets

The US Federal Reserve kept interest rates unchanged at its policy meeting yesterday and Chair Jerome Powell made it clear that with inflation still running above target, the Fed has no intention of cutting rates pre-emptively. He also warned that if tariff levels remain where they are, then a risk is posed to economic growth and inflation. Dario Messi, Head of Fixed Income Research, provides more insight into the Fed’s decision making and its market impact on today’s show and Norbert Rücker, Head of Economics & Next Generation Research, provides a timely update on the oil market, sharing his insights into the latest market events.

00:00 Introduction: Helen Freer, Investment Writing
00:38 Markets wrap-up: Bernadette Anderko, Investment Writing
06:49 Oil update: Norbert Rücker, Head of Economics & Next Generation Research
10:22 Bond market update post-Fed: Dario Messi, Head of Fixed Income Research
17:36 Closing remarks: Helen Freer, Investment Writing

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What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.