Moving Markets

Inflation data and earnings season in focus


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Economic data showing some easing on the inflation front has lifted equity markets around the world, but investors are now turning their attention to the earnings season, with some of the big US banks reporting today. In the bond markets, US interest rates have begun a consolidation process that could extend through to next week and into the pre-FOMC period of silence. David Kohl, Chief Economist, and Manuel Villegas, Next Generation Research Analyst, join today’s show to share their views on the latest US inflation data and digital assets.

00:14 Introduction by Helen Freer (Investment Writing)

00:39 Markets wrap-up by Lucija Caculovic (Investment Writing)

05:03 Comments on US CPI and PPI data by David Kohl (Chief Economist)

09:47 Digital assets update by Manuel Villegas (Next Generation Research Analyst)

14:51 Closing remarks by Helen Freer (Investment Writing)

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Moving MarketsBy Julius Baer

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