Equity and bond markets sold off after US CPI data topped estimates. The tech heavy Nasdaq was hit the hardest while the broader S&P 500 fell back below the 5,000 mark. Yields increased strongly. Dario Messi, Fixed Income Strategist, talks about how to position in such a market. And Mathieu Racheter, Head of Equity Strategy, gives an update on the earnings season.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:24 Markets wrap-up by Jan Bopp (Investment Writing)

07:18 Bond Market update by Dario Messi (Fixed Income Strategy)

12:02 Earnings Season update by Mathieu Racheter (Head of Equity Strategy)

17:01 Closing remarks by Bernadette Anderko (Investment Writing)

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Financial markets caught off guard by sticky US CPI