Sticky inflation prompts Fed to delay rate cuts

Yesterday the US Federal Reserve chair Jerome Powell signalled that policymakers will wait longer than previously anticipated to begin cutting interest rates. Nevertheless, despite the recent selloff, global equities are starting to show signs of stability. Investors are now betting on just one to two US rate cuts this year starting in July or September. Mathieu Racheter, Head of Equity Strategy, provides us with an update on the Q1 earnings season.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:20 Markets wrap-up by Jonti Warris (Investment Writing)

06:28 Q1 Earnings Season update by Mathieu Racheter (Head of Equity Strategy)

09:44 Closing remarks by Bernadette Anderko (Investment Writing)

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