logo
episode-header-image
Aug 12
11m 32s

All eyes on today’s US inflation report

JULIUS BAER
About this episode

The main question on everyone’s mind is whether today's US inflation report will corroborate the narrative of easing inflation, potentially paving the way for a possible Federal Reserve rate cut in September. A stronger-than-expected inflation figure would serve as a reality check for investors. Meanwhile, geopolitical developments, such as the upcoming meeting between Trump and Putin, and trade news, including the extension of the US-China trade truce, are dominating the headlines. Overnight, the Australian central bank cut interest rates, whilst Japanese shares reached new record highs. Joining us on the show to discuss the recent surge in Bitcoin and Ethereum is Manuel Villegas from our Next Generation Research team.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:34) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:08) - Digital assets – Bitcoin and Ethereum rally: Manuel Villegas, Next Generation Research
  • (10:25) - Closing remarks: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.
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
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
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
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
Sep 2024
Gold Soars as The Fed Readies Rate Cuts - Ep 979
Market Analysis, Gold Surge, and Personal AnnouncementPeter Schiff discusses the stock markets' performance on Friday the 13th, noting that while major indexes ended on a positive note, the only asset to hit a new all-time high was gold. He interrupts the usual podcast to ann ... Show More
1 h
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
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
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
Apr 2025
US Assets Are Dead Money Without A Policy Shift | Weekly Roundup
This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we should expect a significant growth slowdown. We also delve into rate cuts & the yield curve, why Bitcoin is the trade after the trade, ... Show More
53m 24s
Jan 2025
CPI, Yields, & The Growth Debate | Weekly Roundup
This week we discuss what the latest CPI data means for markets, whether we’re in the early stages of the credit cycle, and trading Inauguration day. We also delve into the crypto reserve debate, the potential BOJ rate hike, and much more. Enjoy!—Follow Quinn: https://x.com/qthom ... Show More
47m 29s