Moving Markets

December’s Fed Minutes released yesterday revealed that FOMC members believe that upside risks to their inflation outlook have increased and that incoming President Trump’s policies likely will not help matters. Neither US nor European data releases helped stocks yesterday. European markets had a mixed Wednesday with indices up or down in the order of half a percent. US stocks also struggled for direction ahead of today’s market closure for President Jimmy Carter’s funeral. China’s overnight inflation data seemed to confirm that Beijing’s stimulus efforts aren’t reviving demand yet. Bond market prices continued to fall with new record highs being set in longer-dated yields from the US to the UK. Carsten Menke, Head of Next Generation Research, joins the podcast to provide an update on digital assets, whilst Nicolas Jordan delivers his regular update from the CIO office.

00:00 Introduction by Helen Freer (Investment Writing)
00:31 Markets wrap-up by Bernadette Anderko (Investment Writing)
07:07 Digital assets update: Carsten Menke (Head of Next Generation Research)
10:58 Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)
14:43 Closing remarks by 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.