Equity rally continues on growing hopes of a soft landing

US equities continued to rally yesterday on encouraging economic data prints and Fed officials’ comments, furthering strengthening the narrative for a soft-landing in the US economy. In the UK, core and headline inflation data came in lower than estimated, with the pound sterling falling on the news. And as fixed income markets reflect a growing consensus that central banks have reached the peak of their rate-hiking cycles, Dario Messi, Fixed Income Strategy, shares his latest insights into bond markets.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:35 Markets wrap-up by Jonti Warris (Investment Writing)
06:16 Bond market update by Dario Messi (Fixed Income Strategy)

11:19 Closing remarks by Bernadette Anderko (Investment Writing)

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