Moving Markets

US inflation fell less than expected in August sparking a broad-based sell-off across markets. David Kohl, Chief Economist, provides further insights on the print and what it means for the Federal Reserve. Philipp Lienhardt, Head of Equities Research, gives an update on equities.
 
00:09 Introduction and markets wrap-up by Olivier Maris (Investment Writing)
03:20 US inflation numbers by David Kohl (Chief Economist)
06:47 Bottom-up sector considerations by Philipp Lienhardt (Head of Equities Research)
10:46 Closing remarks by Olivier Maris (Investment Writing)

Show Notes

US inflation fell less than expected in August sparking a broad-based sell-off across markets. David Kohl, Chief Economist, provides further insights on the print and what it means for the Federal Reserve. Philipp Lienhardt, Head of Equities Research, gives an update on equities.
 
00:09 Introduction and markets wrap-up by Olivier Maris (Investment Writing)
03:20 US inflation numbers by David Kohl (Chief Economist)
06:47 Bottom-up sector considerations by Philipp Lienhardt (Head of Equities Research)
10:46 Closing remarks by Olivier Maris (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.