Equities - what's next after a strong first half of the year?

The Nasdaq 100 index had its best first half-year ever, up 39%, as the emergence of the artificial intelligence product cycle drove these and other major US equities higher. The 10-year US Treasury yield came within striking distance of 4.0% last week, and strong electric vehicle sales and talk of the first approval of a physically-backed Bitcoin ETF are also in focus this Monday morning. Mensur Pocinci, our Head of Technical Analysis research, points out that equities are not only strong on their own, but also relative to gold and bonds.

00:14 Introduction by Helen Freer (Investment Writing)

00:37 Markets wrap-up by Mike Rauber (Investment Writing)

05:53 Technical analysis update by Mensur Pocinci (Head of Technical Analysis)

09:33 Closing remarks by Helen Freer (Investment Writing)

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