A rally in big tech drove US equities close to their all-time highs as bond yields fell, with investors awaiting key inflation data for clues on the Federal Reserve’s next steps. And meme stocks are back on investors’ radar. GameStop surged 180% this week alone, raising questions about the prevailing market sentiment. Markus Allenspach, Head of Fixed Income Research, talks about how to navigate through volatile bond markets around CPI data. And Mathieu Racheter, Head of Equity Strategy, gives us the latest news on the key takeaways from this earnings season.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:30 Markets wrap-up by Jan Bopp (Investment Writing)
06:37 Bond markets update by Markus Allenspach (Head of Fixed Income Research)
11:31 Earnings Season Review by Mathieu Racheter (Head of Equity Strategy)
14:13 Closing remarks by Bernadette Anderko (Investment Writing)
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