Yesterday's strong economic data from the US prompted traders to scale back their expectations regarding interest rate cuts, sending Treasury yields higher along with the US dollar. Equity markets suffered across the board, but overnight news of new Chinese stimulus measures improved market sentiment. We are about halfway through the earnings season and it is still making plenty of headlines. Dario Messi, from Fixed Income Research, also shares an update on bond markets in today’s show.

00:00 Introduction by Helen Freer (Investment Writing)

00:30 Markets wrap-up by Lucija Caculovic (Investment Writing)

05:33 Fixed income market update by Dario Messi (Fixed Income Strategist)

09:00 Closing remarks by Helen Freer (Investment Writing)

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Chinese stocks rally on fresh stimulus