Moving Markets: Daily News

European equities had a good session despite disappointing sentiment data from Germany while US producer prices rose less than forecast, indicating continued disinflation. This has boosted hopes for a US Federal Reserve rate cut in September, sending yields lower and stocks higher. And Dario Messi, Head of Fixed Income Research, talks about the health of the bond market, why his team upgraded the US high yield segment and what the latest data means for the Fed’s policy path.

00:00 Introduction by Jonti Warris (Investment Writing)
00:27 Markets wrap-up by Jan Bopp (Investment Writing)
06:48 Fixed income update: Dario Messi (Head of Fixed Income Research)
11:41 Closing remarks by Jonti Warris (Investment Writing)

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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.