Concerns about inflation set the market tone

December’s Fed Minutes released yesterday revealed that FOMC members believe that upside risks to their inflation outlook have increased and that incoming President Trump’s policies likely will not help matters. Neither US nor European data releases helped stocks yesterday. European markets had a mixed Wednesday with indices up or down in the order of half a percent. US stocks also struggled for direction ahead of today’s market closure for President Jimmy Carter’s funeral. China’s overnight inflation data seemed to confirm that Beijing’s stimulus efforts aren’t reviving demand yet. Bond market prices continued to fall with new record highs being set in longer-dated yields from the US to the UK. Carsten Menke, Head of Next Generation Research, joins the podcast to provide an update on digital assets, whilst Nicolas Jordan delivers his regular update from the CIO office.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Bernadette Anderko (Investment Writing)

07:07 Digital assets update: Carsten Menke (Head of Next Generation Research)

10:58 Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)

14:43 Closing remarks by Helen Freer (Investment Writing)

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