Tariffs have arrived in US inflation data

Moving Markets: Daily News

Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

9d ago 17:33

MP3•Episode home

Stocks retreated in response to US inflation data, which met expectations but showed that tariffs have arrived in inflation figures. The earnings season has started with mixed bank earnings dragging down broader equity markets, while the tech heavy Nasdaq reached a record high on gains by chip giant Nvidia. This followed the US decision to ease restrictions on selling AI chips to China. Mathieu Racheter, Head of Equity Strategy, shares his insights on what to expect from the earnings season and why he sees more upside potential for the defence sector. And Dario Messi, Head of Fixed Income Research, explains why Japanese bond yields increased so strongly and Japan’s election this weekend remains a risk event.

(00:00) - Introduction: Roman Canziani, Head of Investment Writing
(00:52) - Markets wrap-up: Jan Bopp, Investment Writing
(06:14) - Fixed income update: Dario Messi, Head of Fixed Income Research
(11:52) - Earnings season update: Mathieu Racheter, Head of Equity Strategy Research
(16:21) - Closing remarks: Roman Canziani, Head of Investment Writing

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

772 episodes

#Trading #Business #Adventurous Media #Julius Baer #Business News #News #Federal Reserve