US stocks inched higher yesterday with the S&P 500 and Nasdaq indices reaching new record highs following Fed Chair Powell’s encouraging remarks that the US is no longer an overheated economy. Dario Messi, Head of Fixed Income Research, provides an update on the bond market ahead of the ECB’s monetary policy meeting next week. And Mathieu Racheter, Head of Equity Strategy gives a preview of what to expect from the Q2 earnings season.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:28 Markets wrap-up by Jonti Warris (Investment Writing)

06:20 Bond market update by Dario Messi (Head of Fixed Income Research)

11:25 Q2 Earnings Season Preview by Mathieu Racheter (Head of Equity Strategy)

16:06 Closing remarks by Bernadette Anderko (Investment Writing)

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Renewed Fed rate cut hopes fuel US equity market gains