Surprisingly low inflation numbers for July in the US ignited a rally across risk assets yesterday. While US Treasury yields dropped only slightly, the US dollar gapped down versus most of its peers. David Kohl, our Chief Economist, shares his take-aways from the inflation print and how the Federal Reserve is likely to proceed in its fight against sticky inflation.

00:09 Introduction by Alexander Petersen (Investment Writing)

00:34 Markets wrap by Roman Canziani (Head of Investment Writing)

04:15 CPI update by David Kohl (Chief Economist)

08:16 Investment Committee meeting update by Nicolas Jordan (CIO Strategy)                      

11:26 Closing remarks by Alexander Petersen (Investment Writing)