UK inflation data came in at another 40-year high for the year ending 31st July – on the back of this Treasuries sold off in the UK and also in the Eurozone. The minutes from the Federal Reserve’s July meeting were published yesterday and showed that officials agreed that the pace of interest-rate hikes will eventually need to slow down. Norbert Rücker, our head of Macro and Next Generation Research, shares his latest thoughts on the energy market and Markus Allenspach, Head of Fixed Income Research, provides an update from the Investment Committee.00:08 Introduction and markets wrap by Helen Freer (Investment Writing) 03:52 Energy update by Norbert Ruecker (Next Generation Research)06:40 IC Meeting Update by Markus Allenspach (Head of Fixed Income)       09:53 Closing remarks by Helen Freer (Investment Writing)