Moving Markets: Daily News

Markets are basically on hold ahead of the US rate decision tomorrow. The oil rally, which has the potential to raise risks to inflation, has us on tenterhooks in a week dominated by central bank activity. Markus Allenspach, Head of Fixed Income Research, explains why fiscal policy might now be more important than monetary policy in the US. He also delves into the Fed’s dots and what we might read from them.

00:00 Introduction by Helen Freer (Investment Writing)
00:25 Markets wrap-up by Bernadette Anderko (Investment Writing)
05:38 Fixed income update by Markus Allenspach (Head of Fixed Income Research)
12:56 Closing remarks by Helen Freer (Investment Writing)

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What is Moving Markets: Daily News?

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. 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.