While the earnings season remains in focus, yesterday’s release of PMI data from around the globe helped to assess the economic environment. Equity markets across the board posted positive gains as investors bought into the dip in tech stocks and a strong batch of corporate earnings eased concerns about higher interest rates. In the Asia-Pacific region, Australia reported a slowdown in inflation, while the Bank of Japan is again said to be looking at currency intervention. Mathieu Racheter, Head of Equity Strategy, joins the show today to provide an update on the ongoing earnings season.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:25 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:08 Q1 Earnings Season update by Mathieu Racheter (Head of Equity Strategy)

10:51 Closing remarks by Bernadette Anderko (Investment Writing)

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