Germany's Dax index, arguably the most cyclical market in Europe, closed at a record high after Isabel Schnabel, a prominent official at the European Central Bank, said the slowdown in inflation was ‘remarkable’. Dario Messi, Fixed Income Research, says that the bond rally may have gone a little too far for now, but there is still plenty of value to be found.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:21 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:14 Bond market update by Dario Messi (Fixed Income Strategy)

10:21 Closing remarks by Bernadette Anderko (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.