Moving Markets

Recent macroeconomic data from the US may encourage the Federal Reserve to start cutting interest rates, although officials have stressed that inflation needs to fall further before any action is taken. Meanwhile, in company-specific news, Nvidia’s share price soared, making it the most valuable listed company in the world. In Asia, Japan released a mixed batch of economic data, while minutes from the Bank of Japan’s latest meeting revealed that officials discussed the possibility of accelerating the pace of policy normalisation. With several central bank meetings scheduled this week, Markus Allenspach, Head of Fixed Income Research, joins us today to share his insights on what to expect.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:34 Markets wrap-up by Lucija Caculovic (Investment Writing)
06:46 Central banks and bond markets by Markus Allenspach (Head of Fixed Income Research)
12:33 Closing remarks by Bernadette Anderko (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.