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Dec 2023
17m 26s

Fed pushback defied by Wall Street

JULIUS BAER
About this episode

Central bank officials continue to push back on aggressive rate cut expectations. While US equity markets are still powering ahead, Europe is looking for direction. Our Chief Economist, David Kohl, talks about the latest central bank decisions and what it means for markets in 2024. And Tim Gagie, Head of FX & PM Solutions Geneva, has a special Christmas gift for us.

00:00 Introduction by Helen Freer (Investment Writing)

00:34 Markets wrap-up by Jan Bopp (Investment Writing)
07:19 Latest central bank meetings and interest rate outlook by David Kohl (Chief Economist)

13:46 Review of FX markets in 2023 by Tim Gagie (Head of FX & PM Solutions Geneva)

16:19 Closing remarks by Helen Freer (Investment Writing)


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