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Feb 2023
8m 30s

The Fed is in focus today

JULIUS BAER
About this episode
Several data releases yesterday showed encouraging signs that the Federal Reserve’s interest rate hikes over the past year have begun to slow inflation. Investors are now eagerly awaiting today’s interest rate decision from the US and subsequent comments from Fed Chairman Jerome Powell – which could certainly provide the big headlines of the day. Dario Messi ... Show More
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Yesterday
AI stocks lift Wall Street
US equities started the week strongly as AI-related stocks rebounded yesterday and the Dow Jones closed above 53,000 for the first time. Broadcom gained after extending its partnership with Apple, while Microsoft slipped following plans to cut jobs as it reallocates resources tow ... Show More
10m 44s
Jul 6
It looks like 1998, rather than 2000
Softer inflation data supported sentiment in the eurozone, while in the US, comments by Fed chair Kevin Warsh on inflation and a weaker-than-expected labour market report lifted equities last week. Gold rose and the USD weakened. Brent crude is holding near USD 72 despite OPEC+ a ... Show More
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Jul 4
The View Beyond: Will the 4th of July party continue for US markets?
As the United States marks 250 years of independence, investors are asking whether its markets can continue to deliver long-term outperformance in the face of elevated valuations and global competition. What are America’s enduring structural advantages, and could we be entering a ... Show More
18m 1s
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