Moving Markets

On Monday, US equities bounced back in the last hour of trading to erase early losses and finish in the green. The 2-year US Treasury yield rose to nearly 4%, its highest level since 2007. However, markets remain on something of a knife edge as investors are waiting for the US Federal Reserve and other central banks to deliver outsized rate hikes given stubbornly high inflation levels. In fact, Japan just reported that inflation rose 3.0% year-on-year, slightly higher than expected. David Kohl, Chief Economist, provides a preview of the upcoming central bank meetings. Dario Messi, Fixed Income Research, talks about the Italian elections this weekend and the likely impact on local bonds as well as equities.

00:08 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
04:10 Central bank meetings preview by David Kohl (Chief Economist)
08:40 Italian elections by Dario Messi (Fixed Income Research)
12:00 Closing remarks by Mike Rauber (Investment Writing)

Show Notes

On Monday, US equities bounced back in the last hour of trading to erase early losses and finish in the green. The 2-year US Treasury yield rose to nearly 4%, its highest level since 2007. However, markets remain on something of a knife edge as investors are waiting for the US Federal Reserve and other central banks to deliver outsized rate hikes given stubbornly high inflation levels. In fact, Japan just reported that inflation rose 3.0% year-on-year, slightly higher than expected. David Kohl, Chief Economist, provides a preview of the upcoming central bank meetings. Dario Messi, Fixed Income Research, talks about the Italian elections this weekend and the likely impact on local bonds as well as equities.

00:08 Introduction and markets wrap-up by Mike Rauber (Investment Writing)
04:10 Central bank meetings preview by David Kohl (Chief Economist)
08:40 Italian elections by Dario Messi (Fixed Income Research)
12:00 Closing remarks by Mike Rauber (Investment Writing)

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.