US Markets Wrap: Does the weaker-than-anticipated retail report negate the higher CPI?

Mark Matthews, Managing Director & Head of Research Asia, Julius Baer shares his insights on the level of consideration investors should give to the weaker than anticipated retail report when analysing the strength of the US consumer, whether it negates the higher CPI figures, if the timing of the first rate cut matters, and whether the fallout from the Red Sea disruptions can be mitigated by the latest movements in energy prices. Presented by: Sean Cheong Producer: Yeo Kai Ting ([email protected])  Graphics credits: pixabay & its talented community of contributors See omnystudio.com/listener for privacy information.