Beyond Markets

Fed Chair Jerome Powell clearly signalled at Jackson Hole that a rate cut at the Fed’s September meeting is likely. In this episode of the Beyond Markets podcast, Helen Freer talks to Julius Baer’s Head of Fixed Income Research, Dario Messi, about what a resumption of the Fed’s rate-cutting cycle would mean for bond markets. They also discuss the current fiscal concerns and the expected impact of tariffs on inflation, both in and outside of the US.

  • (00:32) - Introduction
  • (00:50) - What would the resumption of a rate-cutting cycle by the Fed mean for bond markets?
  • (02:27) - What impact will the fiscal concerns have?
  • (03:37) - What duration is currently appropriate in a bond portfolio?
  • (04:32) - What impact might tariffs have on fixed income markets?
  • (07:05) - Is the Fed’s independence really in danger?
  • (08:46) - Should investors consider corporate credit exposure?
  • (09:37) - Would exposure to European corporate bonds also be appropriate?
  • (11:11) - Summary and closing remarks

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What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
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.