Stocks stay put and yields rise as tariffs are back in vogue

Stock markets remain quiet, shrugging off President Trump's assertive rhetoric on additional tariffs and his stance that no exemptions will be made ahead of the 1st August deadline for reciprocal tariffs. Nevertheless, government bond yields are rising across major markets due to potential inflationary pressures triggered by the tariffs and a broader re-evaluation of risk appetite. To provide insight into these developments, Dario Messi, Head of Fixed Income Research, discusses why he remains relatively unfazed by the increase in yields, while Mathieu Racheter, Head of Equity Strategy, shares his outlook for the upcoming Q2 earnings reporting season.

• (00:00) - Introduction: Bernadette Anderko, Investment Writing
• (00:28) - Markets wrap-up: Roman Canziani, Head of Investment Writing
• (06:01) - Bond market update: Dario Messi, Head of Fixed Income Research
• (10:49) - Q2 Earnings season preview: Mathieu Racheter, Head of Equity Strategy Research
• (14:53) - Closing remarks: Bernadette Anderko, Investment Writing

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