Moving Markets

While most of Europe looks to Germany for football, investors are turning their attention to France, where President Macron’s decision to hold a parliamentary vote has caused quite a stir – French equities and bonds are both down on the week. Meanwhile, in the US, this week’s data pointed to a cooling of inflation and the labour market, making a strong case for interest rate cuts. David Kohl, our Chief Economist, joins the show today to share his insights into the latest US macroeconomic data and what it means for our interest rate expectations this year.

00:00 Introduction by Helen Freer (Investment Writing)
00:28 Markets wrap-up by Lucija Caculovic (Investment Writing)
07:36 Comments on latest US data and FOMC meeting by David Kohl (Chief Economist)
15:55 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.