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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)


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