Markets struggled for direction yesterday, with investors balancing geopolitical tensions, higher oil prices and a busy corporate news flow. US equities fell for a second straight session as technology shares came under pressure, while European stocks consolidated near record highs and Asian markets traded mixed overnight. With markets searching for direction, the spotlight now shifts to today's US inflation report, a release that could prove pivotal for interest-rate expectations and broader investor sentiment. Dario Messi, Head of Fixed Income Research, joins us to discuss what the inflation figures mean for bond investors, while Mathieu Racheter, Head of Equity Strategy Research, provides an update on the earnings season.

  • (00:00) - Introduction: Jan Bopp, Product & Investment Content
  • (00:52) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (06:37) - Fixed Income update: Dario Messi, Head of Fixed Income Research
  • (09:56) - Q2 earnings season / Equity market update: Mathieu Racheter, Head of Equity Strategy Research
  • (13:16) - Closing remarks: Jan Bopp, Product & Investment Content


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