Moving Markets

Economic data showing some easing on the inflation front has lifted equity markets around the world, but investors are now turning their attention to the earnings season, with some of the big US banks reporting today. In the bond markets, US interest rates have begun a consolidation process that could extend through to next week and into the pre-FOMC period of silence. David Kohl, Chief Economist, and Manuel Villegas, Next Generation Research Analyst, join today’s show to share their views on the latest US inflation data and digital assets.

00:14 Introduction by Helen Freer (Investment Writing)
00:39 Markets wrap-up by Lucija Caculovic (Investment Writing)
05:03 Comments on US CPI and PPI data by David Kohl (Chief Economist)
09:47 Digital assets update by Manuel Villegas (Next Generation Research Analyst)
14:51 Closing remarks by Helen Freer (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.