Digesting US inflation data

Yesterday’s biggest economic story was the US inflation data for September, which showed a slight rise in prices, leaving investors to wonder whether the Fed will opt for a smaller rate cut – or none at all – at its next meeting in November. Meanwhile in Europe, the French government unveiled its budget plan for next year in an attempt to tackle the country’s large public debt and restore investor confidence. Today marks the official start of the earnings season, which should provide a nice distraction from all the other macroeconomic news. Tim Gagie, Head of FX & PM Solutions in Geneva, joins today’s show to talk about the US dollar, gold and where he sees opportunities in FX at the moment. We’re also joined by Markus Waeber, Head Indirect Real Estate Advisory & Intelligence, for an update on the Swiss and German property markets.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:08 Currencies and metals: Tim Gagie (Head of FX & PM Solutions Geneva)

11:41 Switzerland and Germany Real Estate: Markus Waeber (Head Indirect Real Estate Advisory & Intelligence)

14:58 Closing remarks by Helen Freer (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.