Recent macroeconomic data from the US may encourage the Federal Reserve to start cutting interest rates, although officials have stressed that inflation needs to fall further before any action is taken. Meanwhile, in company-specific news, Nvidia’s share price soared, making it the most valuable listed company in the world. In Asia, Japan released a mixed batch of economic data, while minutes from the Bank of Japan’s latest meeting revealed that officials discussed the possibility of accelerating the pace of policy normalisation. With several central bank meetings scheduled this week, Markus Allenspach, Head of Fixed Income Research, joins us today to share his insights on what to expect.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:34 Markets wrap-up by Lucija Caculovic (Investment Writing)

06:46 Central banks and bond markets by Markus Allenspach (Head of Fixed Income Research)

12:33 Closing remarks by Bernadette Anderko (Investment Writing)

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