Bond markets surprised yesterday, but will the good news last?

US stock markets played catch-up yesterday after a long holiday weekend. A boost in consumer confidence in both the US and Germany also contributed to the upbeat market mood, as did reports that the US is nearing the signing of new trade deals, potentially as early as this week. In the Asia-Pacific region overnight, equity markets delivered a mixed performance, with South Korea posting the strongest gains, driven largely by a surge in semiconductor stocks as investors positioned themselves ahead of Nvidia's earnings report later today. Meanwhile, shifts in longer-dated government bond yields remain the dominant theme in fixed income. To shed more light on the latest developments, we are joined today by Dario Messi, our Head of Fixed Income Research.

00:00 Introduction: Bernadette Anderko, Investment Writing

01:01 Markets wrap-up: Lucija Caculovic, Investment Writing

07:31 Bond market update: Dario Messi, Head of Fixed Income Research

12:06 Closing remarks: Bernadette Anderko, Investment Writing

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