logo
episode-header-image
Aug 2023
15m 58s

Markets upbeat ahead of economic data re...

JULIUS BAER
About this episode

Global equities advance as investors continue to ponder central bankers’ comments at the Jackson Hole economic symposium last week and ahead of a series of key data releases later this week. Shop price inflation in the UK fell sharply to 6.9% in August reflecting hopes that this slowing in the pace of rising prices is a sign that UK households may soon be over the worst of the sharp squeeze on living standards. And David Kohl, Chief Economist, talks about the resilience of the US economy and shares with us where he thinks monetary policy will go from here.

00:00 Introduction by Helen Freer (Investment Writing)

00:27 Markets wrap-up by Jonti Warris (Investment Writing)

06:07 Jackson Hole review by David Kohl (Chief Economist)

14:42 Closing remarks by Helen Freer (Investment Writing)


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

Up next
Yesterday
Stocks stay put and yields rise as tariffs are back in vogue
Stock markets remain quiet, shrugging off President Trump's assertive rhetoric on additional tariffs and his stance that no exemptions will be made ahead of the 1st August deadline for reciprocal tariffs. Nevertheless, government bond yields are rising across major markets due to ... Show More
16m 1s
Jul 8
Trade letters trickling in
The US sent a flurry of ‘trade letters' to numerous countries yesterday, stating that it will impose steep tariffs from 1 August 2025 unless these countries take steps to open their markets to American products. Meanwhile, US President Trump signed an executive order, delaying th ... Show More
11m 16s
Jul 7
Renewed tariff threats
Investors are seeking protection in more defensive areas of the market as US President Donald Trump ratchets up trade tensions. European and US equity futures plunge alongside Asian shares amidst fresh tariff uncertainty ahead of the Wednesday tariff deadline. However, 1 August a ... Show More
9m 14s
Recommended Episodes
Aug 2023
Money Talks: Lessons from the great macro experiment
American economists are scratching their heads in confusion. The Fed’s aggressive rate hikes hasn’t produced the outcome many expected. Instead of recession and massive layoffs, the US economy now looks tantalisingly close to a fabled “soft landing” with the jobs market remaining ... Show More
45m 30s
Aug 2023
Money Talks: Lessons from the great macro experiment
American economists are scratching their heads in confusion. The Fed’s aggressive rate hikes hasn’t produced the outcome many expected. Instead of recession and massive layoffs, the US economy now looks tantalisingly close to a fabled “soft landing” with the jobs market remaining ... Show More
45m 30s
Aug 2022
Money Talks: Fragile economies
From Sri Lanka to Pakistan, El Salvador to Ghana, Egypt to Tunisia, some emerging economies are feeling the pain of rising commodity prices, higher interest rates and a strong dollar. Is a wave of historic debt defaults coming for emerging markets? On this week’s episode, hosts S ... Show More
33m 2s
Aug 2022
Money Talks: Fragile economies
From Sri Lanka to Pakistan, El Salvador to Ghana, Egypt to Tunisia, some emerging economies are feeling the pain of rising commodity prices, higher interest rates and a strong dollar. Is a wave of historic debt defaults coming for emerging markets? On this week’s episode, hosts S ... Show More
33m 2s
Dec 2023
Outlook 2024 with JPMorgan: Will Cuts be the Catalysts for Macros and Markets?
Central banks around the world are starting to signal a shift in monetary policy, hinting at potential interest rate cuts in 2024. This comes after months of aggressive tightening to combat rising inflation. Market projections suggest at least 100 basis points (bps) of cuts by th ... Show More
26m 22s
Dec 2021
Money Talks: Omicronomics
China’s economy is slowing while America’s overheats, prompting Jerome Powell to suggest this week that the Fed could act faster than planned. As the Omicron variant triggers a fresh wave of travel restrictions, is the world economy caught between a rock and a hard place? Host Pa ... Show More
31m 3s
Apr 2024
Japan Rates, APAC Markets
Featuring: George Boubouras, Managing Director, Research, Investments and Advisory, K2 Asset Management, shares his outlook on emerging markets. Meredith Whitney, Founder and CEO, Meredith Whitney Advisory Group, shares her perspective on US markets. Garfield Reynolds, Bloomberg ... Show More
25m 23s
Jan 2024
Say something hawkish I am giving up on you… | MarketTalk: What’s up today? | Swissquote
Friday’s economic data was yet another proof of the diverging fortunes between the US economy and the rest of the developed world. In the morning, the UK announced that its retail sales slumped for the second straight year, fueling the worries of a mild recession in the UK this y ... Show More
10m 34s
Jun 2024
Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Follow Barry Knapp on Twitter https://x.com/barryknapp?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorFollow VanEck on Twitter https://twitter ... Show More
1h 19m