Global markets saw divergent trends, with European stocks struggling due to a falling oil price and high China exposure, while US markets saw a broad-based rally driven by positive tech sector news. Bond yields steadied, and investors await the release of the FOMC minutes for insights into the Fed's next move. Chinese stocks continue to pull back from their post-holiday opening highs yesterday. Mathieu Racheter, Head of Equity Strategy, tells us what to expect from the upcoming reporting season, while Dario Messi, Head of Fixed Income Research, explains why long-term yields remain elevated despite the Fed’s rate cuts.
00:00 Introduction by Jonti Warris (Investment Writing)
00:24 Markets wrap-up by Jan Bopp (Investment Writing)
05:42 Earnings season preview by Mathieu Racheter (Head of Equity Strategy)
10:18 Fixed income update by Dario Messi (Head of Fixed Income Research)
14:47 Closing remarks by Jonti Warris (Investment Writing)
Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.