While equity markets are pushing higher, bond investors need to navigate carefully. Last week’s FOMC minutes, PMIs and employment data, all had a hawkish tilt to them. US weekly jobless claims fell more than expected, showing the continued strength in the US labour market. The price components of the PMI data showed that inflationary pressures remain. And the FOMC minutes sent a clear message that the members have ruled out any interest rate cuts in the near future. Mensur Pocinci, our Head of Technical Analysis, joins the show to talk in more detail about the Japanese rally and what springtime might have in store for Swiss equities.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:27 Markets wrap-up by Jan Bopp (Investment Writing)

05:46 Technical Analysis update by Mensur Pocinci (Head of Technical Analysis Research)

09:57 Closing remarks by Bernadette Anderko (Investment Writing)

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