Gold glitters, stocks rally, and China’s cracks

European and US equities edged higher as gold held above USD 4,000/oz amid ongoing economic and political uncertainty. Despite strong travel data, Chinese consumer sentiment remains weak, while Germany’s industrial downturn fuels structural concerns. With the Fed maintaining a dovish stance and political tensions easing in France, investors turn to upcoming earnings and central bank cues. Today, we’re joined by Mathieu Racheter, Head of Equity Strategy Research, to discuss his outlook for the Q3 earnings season.

• (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
• (00:24) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
• (06:21) - Q3 Earnings season preview: Mathieu Racheter, Head of Equity Strategy Research
• (13:34) - Closing remarks: Bernadette Anderko, Product & Investment Content

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