Moving Markets

US equity benchmarks struggled in trading yesterday with the S&P 500 and Nasdaq indices posting losses amid a rotation out of big tech and into small caps. However, the Dow Jones Industrial Average and the S&P 500 Equal Weight indices both hit record highs after US Fed Chair Powell’s dovish comments on Friday. David Kohl, Chief Economist, shares his key takeaways from last week’s Jackson Hole summit and outlines his thoughts on the future paths of Fed and ECB policy.

00:00 Introduction by Helen Freer (Investment Writing)
00:41 Markets wrap-up by Jonti Warris (Investment Writing)
07:03 Jackson Hole/Fed outlook: David Kohl (Chief Economist)
13:19 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.