Moving Markets

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?

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.