Moving Markets: Daily News

US small business owners are experiencing their highest level of optimism in over 40 years, fuelled by expectations of tax cuts and deregulation under Donald Trump. US producer prices rose less than expected in December, providing some relief, although today's consumer price data release will be key. The UK reported lower-than-expected inflation in December, weighing on the pound, while Japan's yen strengthened on hints of impending rate hikes. The US earnings season kicks off today, including Goldman Sachs, JPMorgan, and Citigroup. Dario Messi, Head of Fixed Income Research, talks about Treasury Inflation Protected Securities (TIPS) and what makes them outperform. Leonardo Pellandini, Equity Strategy Research, discusses the US earnings season and what to look out for.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:24 Markets wrap-up by Mike Rauber (Investment Writing)
06:33 Bond market update: Dario Messi (Head of Fixed Income Research)
12:25 Earnings Season Preview: Leonardo Pellandini (Equity Strategy)
17:04 Closing remarks by Bernadette Anderko (Investment Writing)

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What is Moving Markets: Daily News?

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. 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.