Moving Markets

US stocks closed in the red as markets are eagerly awaiting the US CPI data release. China’s CPI already released showed an acceleration to 2.7% in July, its highest level in two years. Mathieu Racheter, our Head of Equity Strategy, speaks on the Inflation Reduction Act passed in the US and Dario Messi, Fixed Income Research, takes a closer look at fixed income markets in the context of US inflation developments.

00:18 Introduction by Mike Rauber (Investment Writing)
00:55 Markets wrap by Alexander Petersen (Investment Writing)
04:25 US Inflation Reduction Act – impact on equities by Mathieu Racheter (Head of Equity Strategy)
08:56 Fixed Income Research: CPI data release and fixed income markets by Dario Messi (Fixed Income Research)
12:49 Closing remarks by Mike Rauber (Investment Writing)

Show Notes

US stocks closed in the red as markets are eagerly awaiting the US CPI data release. China’s CPI already released showed an acceleration to 2.7% in July, its highest level in two years. Mathieu Racheter, our Head of Equity Strategy, speaks on the Inflation Reduction Act passed in the US and Dario Messi, Fixed Income Research, takes a closer look at fixed income markets in the context of US inflation developments.

00:18 Introduction by Mike Rauber (Investment Writing)
00:55 Markets wrap by Alexander Petersen (Investment Writing)
04:25 US Inflation Reduction Act – impact on equities by Mathieu Racheter (Head of Equity Strategy)
08:56 Fixed Income Research: CPI data release and fixed income markets by Dario Messi (Fixed Income Research)
12:49 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.