Moving Markets

US stock and bond markets gained yesterday after CPI data revealed that inflation in the US is cooling. Nevertheless, headline CPI remains above 7% and whilst the Fed is expected to deliver a 50 basis point hike today, the markets are now more interested in the forecasts that they will release and the language that they use around their decision. Dario Messi from Fixed income Research joins the podcast to explain more.

00:14 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
03:02 Thoughts on strategy pre-Fed by Dario Messi (Fixed Income Research)
06:49 Closing remarks by Bernadette Anderko (Investment Writing)

Show Notes

US stock and bond markets gained yesterday after CPI data revealed that inflation in the US is cooling. Nevertheless, headline CPI remains above 7% and whilst the Fed is expected to deliver a 50 basis point hike today, the markets are now more interested in the forecasts that they will release and the language that they use around their decision. Dario Messi from Fixed income Research joins the podcast to explain more.

00:14 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
03:02 Thoughts on strategy pre-Fed by Dario Messi (Fixed Income Research)
06:49 Closing remarks by Bernadette Anderko (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.