US stocks closed in the red as markets are eagerly awaiting the US CPI data release. China’s CPI already released showed an acceleration to 2.7% in July, its highest level in two years. Mathieu Racheter, our Head of Equity Strategy, speaks on the Inflation Reduction Act passed in the US and Dario Messi, Fixed Income Research, takes a closer look at fixed income markets in the context of US inflation developments.

00:18 Introduction by Mike Rauber (Investment Writing)

00:55 Markets wrap by Alexander Petersen (Investment Writing)

04:25 US Inflation Reduction Act – impact on equities by Mathieu Racheter (Head of Equity Strategy)

08:56 Fixed Income Research: CPI data release and fixed income markets by Dario Messi (Fixed Income Research)

12:49 Closing remarks by Mike Rauber (Investment Writing)