US stock and bond markets gained yesterday after CPI data revealed that inflation in the US is cooling. Nevertheless, headline CPI remains above 7% and whilst the Fed is expected to deliver a 50 basis point hike today, the markets are now more interested in the forecasts that they will release and the language that they use around their decision. Dario Messi from Fixed income Research joins the podcast to explain more.
00:14 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
03:02 Thoughts on strategy pre-Fed by Dario Messi (Fixed Income Research)
06:49 Closing remarks by Bernadette Anderko (Investment Writing)
