Moving Markets: Daily News

Surprisingly low inflation numbers for July in the US ignited a rally across risk assets yesterday. While US Treasury yields dropped only slightly, the US dollar gapped down versus most of its peers. David Kohl, our Chief Economist, shares his take-aways from the inflation print and how the Federal Reserve is likely to proceed in its fight against sticky inflation.

00:09 Introduction by Alexander Petersen (Investment Writing)
00:34 Markets wrap by Roman Canziani (Head of Investment Writing)
04:15 CPI update by David Kohl (Chief Economist)
08:16 Investment Committee meeting update by Nicolas Jordan (CIO Strategy)
11:26 Closing remarks by Alexander Petersen (Investment Writing)

Show Notes

Surprisingly low inflation numbers for July in the US ignited a rally across risk assets yesterday. While US Treasury yields dropped only slightly, the US dollar gapped down versus most of its peers. David Kohl, our Chief Economist, shares his take-aways from the inflation print and how the Federal Reserve is likely to proceed in its fight against sticky inflation.

00:09 Introduction by Alexander Petersen (Investment Writing)
00:34 Markets wrap by Roman Canziani (Head of Investment Writing)
04:15 CPI update by David Kohl (Chief Economist)
08:16 Investment Committee meeting update by Nicolas Jordan (CIO Strategy)                      
11:26 Closing remarks by Alexander Petersen (Investment Writing)

What is Moving Markets: Daily News?

Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. 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.