European stock markets struggled yesterday, while US markets closed higher and a strong tech sector pushed the Nasdaq to a new all-time high. Earnings reports from top companies including Meta and Microsoft will be closely watched today as investors navigate high expectations and uncertain market conditions ahead of next week's US elections. An important event that is partly behind the recent rise in US yields, says Dario Messi, Head of Fixed Income Research. And we have Mathieu Racheter, Head of Equity Strategy, on the show. He tells us why the robust earnings season is a stock picker's paradise.

00:00 Introduction by Roman Canziani (Head of Investment Writing)

00:34 Markets wrap-up by Jan Bopp (Investment Writing)

06:35 Bond market update: Dario Messi (Head of Fixed Income Research)

11:07 Earnings season update: Mathieu Racheter (Head of Equity Strategy)

15:09 Closing remarks by Roman Canziani (Head of Investment Writing)

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