Markets torn between growth and inflation; an AI-dawn in healthcare?

Despite strong German inflation, global bond yields fell as markets shifted from inflation concerns to weakening growth signals. Soft Swiss KOF and Eurozone confidence data reinforced this move, pushing investors into bonds. Fed chair Jerome Powell said the central bank has limited influence over supply‑driven price spikes, reducing expectations of imminent US rate increases. In equities, Europe held up, while US markets weakened as sentiment stayed fragile, oil prices stayed high, and volatility persisted after a month of war. Gold is recovering, up nearly 10% from last week’s low. Overall, traders point to cleaner positioning, weak sentiment after a sharp global equity drop and a bond‑yield spike this month, and quarter‑end flows as key drivers of market moves at the end of the month. Damien Ng from Next Generation Research highlights a promising outlook for healthcare, driven by better diagnostics and AI‑enabled drug discovery.

• (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
• (00:41) - Markets wrap-up: Mike Rauber, Product & Investment Content
• (06:24) - Future Health: Damien Ng, Next Generation Research
• (12:55) - Closing remarks: Bernadette Anderko, Product & Investment Content

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