About this episode
The ceasefire between Israel and Iran appears to be holding, and equity markets worldwide have been buoyed by positive sentiment. This shift in sentiment has also been evident in commodity markets, where oil prices fell back to pre-escalation levels and gold prices declined accordingly. Meanwhile, in the US, attention is focused on Jerome Powell’s testimony before the House Committee, where investors are hoping to gain insight into the Federal Reserve’s future interest rate policy. To discuss the latest developments in fixed income and monetary policy, we are joined this morning by Dario Messi, our Head of Fixed Income Research. (00:00) - Introduction: Jonti Warris, Investment Writing (00:24) - Markets wrap-up: Lucija Caculovic, Investment Writing (06:25) - Bond market update: Dario Messi, Head of Fixed Income Research (11:49) - Closing remarks: Jonti Warris, Investment Writing 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.