logo
episode-header-image
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
Up next
Yesterday
The View Beyond: Strong Q2 earnings season supports broader equity story
The Q2 earnings season delivered a strong set of results, with positive surprises across sectors and regions. As investors look ahead to the remainder of the year, the broadening of earnings growth and market participation is creating opportunities beyond the dominant AI and tech ... Show More
14m 22s
Aug 21
Stocks dip as oil and bond yields rise
Markets largely dipped yesterday as geopolitical tensions, rising oil prices and disappointing guidance from Walmart weighed on investor sentiment. After yields fell on Wednesday following the announcement from the US Treasury of doubling buybacks of longer-term debt, yesterday t ... Show More
11m 8s
Aug 20
Fed Minutes trumped by US Treasury announcement
The US Treasury provided a boost to bond and equity markets yesterday, announcing that it will more than double repurchases of 10, 20, and 30-year debt in the next few months. This saw the long bond yield fall 10 bps from its 19-year high on Tuesday, to 5.184%. Gold had its best ... Show More
12m 21s
Recommended Episodes
Feb 2023
Stocks See-Saw Post Powell, and Waging War on Wealth 2/7/23
<p>Major indexes closed near their highs of the day, after Fed chair Jerome Powell said he’s seeing signs of disinflation in the economy. But is this the green light the markets have been waiting for? Plus President Biden expected to take on corporate tax rates and share buybacks ... Show More
44 m
Mar 2024
Inflation continues to cool down
Stocks close mixed; year-over-year inflation steadily ticking down; Fed chair Jay Powell says data in line with Fed’s expectations; consumer spending rises. 
1m 5s
Sep 2024
Fed slashes interest rates by half point
Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09) Show Notes Federal Reserve sees two more ... Show More
6m 25s
Jul 2024
Powell Says More Good Inflation Data Would Boost Fed Confidence
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Economics Editor Molly Smith and Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey recap Fed Chair Jay Powell’s Senate testimony on Tuesday. Powell said “more good data” would s ... Show More
38m 5s