Moving Markets

Stock markets are taking a small breather this morning, reassessing the situation after it took Federal Reserve Chair Jerome Powell eight minutes to dictate the new normal with regard to the central banks’ inflation fighting plans. US Treasury yields are slightly down but the US yield curve is still heavily inverted. Markus Allenspach, Julius Baer’s Head of Fixed Income Research, explains where he see yields heading and whether it is time to ramp up exposure now.

00:09 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)
04:05 Jackson Hole and its aftermath by Markus Allenspach (Head of Fixed Income Research)
09:03 Closing remarks by Roman Canziani (Head of Investment Writing)

Show Notes

Stock markets are taking a small breather this morning, reassessing the situation after it took Federal Reserve Chair Jerome Powell eight minutes to dictate the new normal with regard to the central banks’ inflation fighting plans. US Treasury yields are slightly down but the US yield curve is still heavily inverted. Markus Allenspach, Julius Baer’s Head of Fixed Income Research, explains where he see yields heading and whether it is time to ramp up exposure now.

00:09 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)
04:05 Jackson Hole and its aftermath by Markus Allenspach (Head of Fixed Income Research)
09:03 Closing remarks by Roman Canziani (Head of Investment Writing)

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.