Go offline with the Player FM app!
Markets at new all-time highs as US inflation remains contained
Manage episode 499927679 series 3360361
The latest US inflation figures for July sent stocks soaring to new all-time highs once again. With a 25 basis-point rate cut in September now widely anticipated by market participants, expectations are running high. In contrast, European markets underperformed due to disappointing economic data from Germany. Joining us today are Dario Messi, Head of Fixed Income Research, and Mathieu Racheter, Head of Equity Strategy Research. Dario shares his rationale for why he doesn't foresee any significant yield spikes, while Mathieu provides insight into the challenges facing the pharmaceutical sector and the shifting landscape of market leadership in Europe.
- (00:00) - Introduction: Jan Bopp, Product & Investment Content
- (00:37) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
- (06:29) - Fixed Income: Dario Messi, Head of Fixed Income Research
- (12:34) - Equities: Mathieu Racheter, Head of Equity Strategy Research
- (18:10) - Closing remarks: Jan Bopp, 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.
797 episodes
Manage episode 499927679 series 3360361
The latest US inflation figures for July sent stocks soaring to new all-time highs once again. With a 25 basis-point rate cut in September now widely anticipated by market participants, expectations are running high. In contrast, European markets underperformed due to disappointing economic data from Germany. Joining us today are Dario Messi, Head of Fixed Income Research, and Mathieu Racheter, Head of Equity Strategy Research. Dario shares his rationale for why he doesn't foresee any significant yield spikes, while Mathieu provides insight into the challenges facing the pharmaceutical sector and the shifting landscape of market leadership in Europe.
- (00:00) - Introduction: Jan Bopp, Product & Investment Content
- (00:37) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
- (06:29) - Fixed Income: Dario Messi, Head of Fixed Income Research
- (12:34) - Equities: Mathieu Racheter, Head of Equity Strategy Research
- (18:10) - Closing remarks: Jan Bopp, 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.
797 episodes
Kaikki jaksot
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.