The latest GDP figures from the eurozone boosted equities in the region yesterday. Meanwhile, the US reported a robust labour market and strong consumer confidence ahead of today’s interest rate decision, both of which suggest that the US economy remains in good health. In China, manufacturing activity remained in contraction mode while services activity continued to expand. China is also reportedly planning to merge hundreds of rural banks into regional giants. Dario Messi, from Fixed Income Research, joins today’s show to outline our view on TIPS and Mathieu Racheter, Head of Equity Strategy, updates us on the Q4 earnings season.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:37 Markets wrap-up by Lucija Caculovic (Investment Writing)

06:49 Now is not the time for TIPS by Dario Messi (Fixed Income Strategy)

12:05 Earnings Season update by Mathieu Racheter (Head of Equity Strategy)

15:41 Closing remarks by Bernadette Anderko (Investment Writing)

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