About this episode
US inflation fell less than expected in August sparking a broad-based sell-off across markets. David Kohl, Chief Economist, provides further insights on the print and what it means for the Federal Reserve. Philipp Lienhardt, Head of Equities Research, gives an update on equities. 00:09 Introduction and markets wrap-up by Olivier Maris (Investment Writing) 03:20 US inflation numbers by David Kohl (Chief Economist) 06:47 Bottom-up sector considerations by Philipp Lienhardt (Head of Equities Research) 10:46 Closing remarks by Olivier Maris (Investment Writing)