Solid earnings, growth upgrade, and a sell-off

European equities rebounded yesterday, driven by largely positive earnings, as the IMF upgraded its global growth forecast for this year and next, citing reduced US trade war impact and a weaker US dollar. Meanwhile, Novo Nordisk makes headlines with a 30% share dive on revised sales and profit guidance, and US equities lose steam ahead of today’s Fed meeting. For more on the earnings season so far and ahead of the four mega-cap tech stocks that are scheduled for this week, we have Mathieu Racheter, Head of Equity Strategy, on the show.

• (00:00) - Introduction: Bernadette Anderko, Investment Writing
• (00:24) - Markets wrap-up: Jan Bopp, Investment Writing
• (05:55) - Q2 Earnings season update: Mathieu Racheter, Head of Equity Strategy Research
• (11:32) - Closing remarks: Bernadette Anderko, Investment Writing

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