Market focus shifts to earnings as tariff threats linger

Stock markets continue to show resilience in the face of the latest US tariff threats and potential countermeasures from trading partners such as the EU. Other significant news yesterday included French President Emmanuel Macron announcing plans to substantially increase defence spending, while the US shifted its stance towards Russia, threatening to introduce secondary sanctions. Overnight in Asia, investors digested a slew of Chinese macroeconomic data and the latest increase in Japanese government bond yields. Today, the focus shifts to US banks as they kick off the earnings season. Also joining the show today is Carsten Menke, Head of Next Generation Research, with an update on gold and silver.

• (00:00) - Introduction: Helen Freer, Investment Writing
• (00:25) - Markets wrap-up: Lucija Caculovic, Investment Writing
• (07:16) - Gold and silver update: Carsten Menke, Head of Next Generation Research
• (10:46) - Closing remarks: Helen Freer, Investment Writing

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