German inflation accelerated for the first time since December, while China PMI data releases point to a slowly healing economy and Tesla's 15% gain helps the S&P 500 close slightly higher. Japanese stocks are gaining, with the focus on yesterday's currency intervention. Samsung's profits rise on AI demand for its chips, while German carmakers report a drop in profits. Manuel Villegas, Next Generation Research, says that macro-economic factors are in the driving seat when it comes to Bitcoin. Mathieu Racheter, Head of Equity Strategy, highlights that the US earnings season is surprising on the upside.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Mike Rauber (Investment Writing)

07:40 Digital assets update by Manuel Villegas (Next Generation Research)

11:26 Q1 Earnings Season update by Mathieu Racheter (Head of Equity Strategy Research)

13:42 Closing remarks by Helen Freer (Investment Writing)

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