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The Week in Markets: Job data surprise forces the Fed to reassess

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Manage episode 487794354 series 2908036
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Despite the latest US job data showing resilience, underlying cracks are emerging—highlighted by downward revisions to job growth figures. The stronger-than-expected headline number adds conflicting pressure on the Federal Reserve, complicating the outlook for rate cuts.
At the same time, rising yields in Japan and growing concerns over the US fiscal trajectory are prompting investors to seek diversification. With emerging markets and Asian bonds showing strength, the case for quality bonds with moderate duration continues to grow.

This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia at Julius Baer.

  continue reading

358 episodes

Artwork
iconShare
 
Manage episode 487794354 series 2908036
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Despite the latest US job data showing resilience, underlying cracks are emerging—highlighted by downward revisions to job growth figures. The stronger-than-expected headline number adds conflicting pressure on the Federal Reserve, complicating the outlook for rate cuts.
At the same time, rising yields in Japan and growing concerns over the US fiscal trajectory are prompting investors to seek diversification. With emerging markets and Asian bonds showing strength, the case for quality bonds with moderate duration continues to grow.

This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia at Julius Baer.

  continue reading

358 episodes

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