Moving Markets

This week's inflation data releases have been favourably received by financial markets. After the UK, the US also released inflation figures that indicate further progress towards disinflation, paving the way for potential interest rate cuts beginning in September. The extent of the first cut – whether it will be 0.25% or even 0.5% – will be determined by incoming data. Also on today’s show, Norbert Rücker, Head of Economics and Next Generation Research, offers his insights on oil prices and reassures listeners that Europe won't face a gas shortage, even if supplies from Eastern Europe dwindle.

00:00 Introduction by Helen Freer (Investment Writing)
00:28 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:57 Update on oil and gas by Norbert Rücker (Head of Economics & Next Generation Research)
12:45 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.