Donald Trump and his policies remain a key focus for investors, particularly today as he reaches his 100th day in office. Yesterday, Trump signed orders aimed at easing the pressure on carmakers, whilst Commerce Secretary Howard Lutnick hinted that the US has secured a trade deal with an unnamed country, prompting a rise in US shares. Meanwhile, US Treasury yields have fallen for a seventh consecutive day, driven by weak economic data that has fuelled speculation the Federal Reserve may cut interest rates to avoid a recession. Overnight, macroeconomic data from China and Japan was released, with both countries reporting lower-than-expected figures, suggesting early signs of damage from the ongoing trade war. A closer look at individual company reports reveals a mixed picture during this earnings season. To provide further insight into this complex earnings landscape, our Head of Equity Strategy, Mathieu Racheter, joins our show today.
00:00 Introduction: Roman Canziani, Head of Investment Writing
00:38 Markets wrap-up: Lucija Caculovic, Investment Writing
07:38 Q1 earnings season update: Mathieu Racheter, Head of Equity Strategy
11:58 Closing remarks: Roman Canziani, Head of Investment Writing
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