In the absence of any significant economic data releases, equity markets take a breather and US Treasury yields slightly retreat after a period of volatility following strong US labour market data and Jerome Powell’s comments on Sunday. Richard Tang, Head of Research Hong Kong, shares his thoughts on the latest policy actions in China and Mathieu Racheter, Head of Equity Strategy, provides an update on the US earnings season.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:25 Markets wrap-up by Roman Canziani (Head of Investment Writing)

07:07 Chinese equities by Richard Tang (Head of Research, Hong Kong)

12:23 Earnings Season update by Mathieu Racheter (Head of Equity Strategy)

15:52 Closing remarks by Bernadette Anderko (Investment Writing)

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Some calm returns to markets after bond rout, China in the spotlight