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Oct 1
12m 25s

Sticky inflation meets resilient markets

JULIUS BAER
About this episode

European inflation surprised to the upside, driven by energy prices, while softer US inflation data offered some reassurance for markets. However, the bond market stress continued with Treasury yields rising, weighing on equities in their final stretch of the quarter. Asian markets opened Q4 positively, led by technology shares after Micron's strong revenue outlook. Richard Tang, Head of Research Hong Kong, shares his insights about Asia and what he expects from the region in the final innings of the year.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:31) - Markets wrap-up: Jan Bopp, Product & Investment Content
  • (05:24) - Asia update: Richard Tang, Head of Research Hong Kong
  • (11:33) - Closing remarks: Helen Freer, Product & Investment Content

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