logo
episode-header-image
Aug 2024
14m 2s

Stocks rise further on tame inflation re...

JULIUS BAER
About this episode

This week's inflation data releases have been favourably received by financial markets. After the UK, the US also released inflation figures that indicate further progress towards disinflation, paving the way for potential interest rate cuts beginning in September. The extent of the first cut – whether it will be 0.25% or even 0.5% – will be determined by incoming data. Also on today’s show, Norbert Rücker, Head of Economics and Next Generation Research, offers his insights on oil prices and reassures listeners that Europe won't face a gas shortage, even if supplies from Eastern Europe dwindle.

00:00 Introduction by Helen Freer (Investment Writing)

00:28 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:57 Update on oil and gas by Norbert Rücker (Head of Economics & Next Generation Research)

12:45 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
Aug 22
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ... Show More
12m 1s
Aug 21
A significant intra-day reversal in US technology stocks
The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's speech at the Jackson Hole Symposium tomorrow, whilst the USD remains unchanged and gold rises amid concerns over Fed independence. U ... Show More
11m 38s
Aug 20
Tech stocks stumble but the broader market holds up
While major European stock markets experienced a cautiously optimistic trading session, buoyed by hopes of de-escalation in Ukraine, the main US indices ended the day in negative territory, led by declines in large-cap technology stocks. Nevertheless, a notable 70% of S&P 500 con ... Show More
17m 19s
Recommended Episodes
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed Policies In this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut exp ... Show More
1h 1m
Dec 2024
Explaining the Food Inflation Debate
Is food inflation truly skewing the effectiveness of monetary policy? The government certainly seems to think so. A combination of volatile food prices, supply side inflation surge, and tame core inflation has led the government to think food inflation had best be excluded from t ... Show More
14m 40s
Jun 27
All eyes on the inflation data
It's been a big week for economic data, with key reports on GDP, PCE, retail sales and consumer sentiment numbers. Bloomberg's Kate Davidson and the Wall Street Journal's Greg Ip join “Marketplace” host Kai Ryssdal to discuss the data, what's happening with inflation and how much ... Show More
25m 42s
Jul 2023
Vítor Constâncio, Former Vice President of European Central Bank (ECB) on Inflation, Interest Rates, and The Global Banking System
Vítor Constâncio witnessed firsthand severe recessions, inflationary bouts, and a global financial crisis, as former Vice President of the European Central Bank (ECB) (2010 to 2018) and Governor of The Bank of Portugal (1985-1986, 2000-2010). He brings this considerable experienc ... Show More
59m 43s
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments. Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/gold Start your free online visit today at https://hims.com/gold In ... Show More
1h 1m
Apr 2024
The Stock Market Will Melt-Up As Inflation Resurges | Harris Kupperman
This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns? Harris then shares his thoughts on some o ... Show More
51m 52s
Mar 2024
Quo vadis, inflation?
We have made good progress in our fight against inflation since we started to tighten our monetary policy in 2022. Where do we stand right now? And what are we keeping a close eye on in the economy? Host Stefania Secola discusses these topics with our Chief Economist Philip R. La ... Show More
20m 44s
Jan 2025
Intertwined markets and upcoming earnings
Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and pos ... Show More
13m 48s
Mar 2025
Week Ahead: PMIs, US and UK inflation eyed as tariff war rumbles on
Send us a textUS PCE inflation up next, but will consumption data matter more? UK budget and CPI in focus after hawkish BoE decision. Euro turns to flash PMIs for bounce as rally runs out of steam. Inflation numbers out of Tokyo also on the agenda.Risk Warning: Our services invol ... Show More
9m 2s
Jul 30
GM85: What If the Real Risk Isn’t Recession — But Reinvention? ft. Steven Bell
Steven Bell has seen the macro machine from every angle - Treasury insider, hedge fund manager, and chief economist. In this wide-ranging conversation with Alan Dunne, he traces the quiet erosion of economic orthodoxy and why AI, not tariffs, may prove the more destabilizing forc ... Show More
1h 7m