Yesterday’s release of June CPI inflation data in the US provided a welcome boost to US equity and Treasury prices, as traders drastically lowered their bets on a Fed rate hike in July. The mood was further bolstered by Q2 earnings from Wall Street’s big five banks. The buoyant mood continued in Asia this morning, especially in tech, with the Kospi rallying over 7% at one point. We had two guest speakers on today’s podcast. Dario Messi, Head of Fixed Income Research highlights his key takeaway from the inflation report and outlines his expectations for Fed policy going forwards. And our equity strategist, Nenad Dinic, assesses those US bank earnings and provides some insights into what the early European earnings reports are revealing. Tune in to find out more!

  • (00:00) - Introduction: Lucija Caculovic, Product & Investment Content
  • (00:41) - Markets wrap-up: Bernadette Anderko, Product & Investment Content
  • (06:50) - Fixed income update: Dario Messi, Head of Fixed Income Research
  • (10:11) - Equity markets update: Nenad Dinic, Equity Strategy Research
  • (14:50) - Closing remarks: Lucija Caculovic, Product & Investment Content


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