The main question on everyone’s mind is whether today's US inflation report will corroborate the narrative of easing inflation, potentially paving the way for a possible Federal Reserve rate cut in September. A stronger-than-expected inflation figure would serve as a reality check for investors. Meanwhile, geopolitical developments, such as the upcoming meeting between Trump and Putin, and trade news, including the extension of the US-China trade truce, are dominating the headlines. Overnight, the Australian central bank cut interest rates, whilst Japanese shares reached new record highs. Joining us on the show to discuss the recent surge in Bitcoin and Ethereum is Manuel Villegas from our Next Generation Research team.

• (00:00) - Introduction: Helen Freer, Product & Investment Content