Consumer sentiment in the US continues to decline, with some indices flashing warning signs of a potential recession. Despite the weakness in sentiment, hard economic data remains resilient - for now. Meanwhile, one of the main beneficiaries of the ongoing uncertainty surrounding US tariffs, is industrial metal copper, whose price has reached an all-time-high in New York. Join us as we discuss the latest developments with Dario Messi, Head of Fixed Income Research, who predicts further volatility on the horizon, and Mathieu Racheter, Head of Equity Strategy, who argues that investors should capitalise on the current US equity bounce to diversify into international markets.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:27 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:09 Bond market update: Dario Messi (Head of Fixed Income Research)

11:24 Equity strategy update: Mathieu Racheter (Head of Equity Strategy)

16:43 Closing remarks by Bernadette Anderko (Investment Writing)

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