Moving Markets

With US inflation hitting its highest level since November 1981 in June, markets are now speculating that the US Federal Reserve could raise interest rates by one percentage point at its meeting in late July. Meanwhile, draft projections by the European Commission show that the eurozone’s rebound from the pandemic could be weaker than anticipated. Norbert Ruecker, Head of Macro and Next Generation Research, shares his view on the energy markets.

00:18 Introduction by Roman Canziani (Investment Writing)
00:54 Markets Wrap Up by Lucija Caculovic (Investment Writing)
04:37 Energy update by Norbert Rücker (Head of Macro & Next Generation Research)
08:08 Investment Committee decisions by Nicolas Jordan (CIO Office)
11:36 Closing remarks by Roman Canziani (Investment Writing)

Show Notes

With US inflation hitting its highest level since November 1981 in June, markets are now speculating that the US Federal Reserve could raise interest rates by one percentage point at its meeting in late July. Meanwhile, draft projections by the European Commission show that the eurozone’s rebound from the pandemic could be weaker than anticipated. Norbert Ruecker, Head of Macro and Next Generation Research, shares his view on the energy markets.
 
00:18 Introduction by Roman Canziani (Investment Writing)
00:54 Markets Wrap Up by Lucija Caculovic (Investment Writing)
04:37 Energy update by Norbert Rücker (Head of Macro & Next Generation Research)
08:08 Investment Committee decisions by Nicolas Jordan (CIO Office)
11:36 Closing remarks by Roman Canziani (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.