As global equities continue to struggle, Japanese equities are hitting highs last seen in 1990. US Treasury yields are higher ahead of tomorrow’s US inflation data while investors continue to look for clues as to the state of the US economy and the direction of interest rates. Bitcoin had a volatile evening yesterday following a false report that the US Securities and Exchange Commission had approved a spot Bitcoin ETF. Dario Messi from Fixed Income Research joins today’s show to shed some light on the US fiscal budget and bond issuance, and Mathieu Racheter, Head of Equity Strategy, tells us what to expect from the earnings season that’s just around the corner.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:24 Markets wrap-up by Lucija Caculovic (Investment Writing)
05:38 Bond marker update by Dario Messi (Fixed Income Strategy)
10:20 Earnings Season Preview by Mathieu Racheter (Head of Equity Strategy)
13:25 Closing remarks by Bernadette Anderko (Investment Writing)
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