Top-down macro and bottom-up company results are moving markets today

Shares are falling in Asia after disappointing results from US tech giants Meta and Alphabet, while the Bank of Japan does not move an inch on its ultra-low interest rate policy. David Meier, Macro & Next Generation Research, notes that the ECB is clearly focused on the inflation battle, but he explains why we have a below consensus view on future interest rate hikes. Carsten Menke, Head of Next Generation Research, sees digital assets moving from crypto crisis to crypto calm, but it’s too early to argue for a rapid rebound as bottom-up crypto-specific factors have not turned favourable (yet).

00:09 Introduction and markets wrap-up by Mike Rauber (Investment Writing)

04:14 ECB interest rate decision by David Meier (Macro and Next Generation Research)

07:44 Digital asset update by Carsten Menke (Head of Next Generation Research)

11:24 Closing remarks by Mike Rauber (Investment Writing)