Big AI infrastructure investments with a chance of tariffs

Headline risks are back. Stocks extended their gains after Trump announced a major AI infrastructure initiative called Stargate, while vowing to hit the European Union and China with tariffs. Markets were focusing on the positive news, pushing global equities higher. This has also been supported by positive earnings news. Leonardo Pellandini from Equity Strategy discusses the ongoing earnings season in more detail, while Dario Messi, Head of Fixed Income Research, shares his view on the world of bonds and how to navigate the credit market.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:34 Markets wrap-up by Jan Bopp (Investment Writing)

05:41 Bond Market update: Dario Messi (Head of Fixed Income Research)

09:35 Earnings Season update: Leonardo Pellandini (Equity Strategy)

13:10 Closing remarks by Bernadette Anderko (Investment Writing)

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