Lower than expected US inflation print triggers massive stock market rally

Surprisingly low inflation numbers for July in the US ignited a rally across risk assets yesterday. While US Treasury yields dropped only slightly, the US dollar gapped down versus most of its peers. David Kohl, our Chief Economist, shares his take-aways from the inflation print and how the Federal Reserve is likely to proceed in its fight against sticky inflation. 00:09 Introduction by Alexander Petersen (Investment Writing) 00:34 Markets wrap by Roman Canziani (Head of Investment Writing) 04:15 CPI update by David Kohl (Chief Economist) 08:16 Investment Committee meeting update by Nicolas Jordan (CIO Strategy) 11:26 Closing remarks by Alexander Petersen (Investment Writing)