A weaker-than-expected US jobs report added to concerns that the Federal Reserve has been too slow to cut interest rates. Rate cut expectations increased strongly amid a slowing US job market pulling government bond yields lower, while global equities continue to sell off with the tech-heavy Nasdaq underperforming. The sell-off wiped out more than USD 2 trillion in value in just over three weeks as several megacaps entered bear-market territory. Mathieu Racheter, Head of Equity Strategy, guides us through the fundamentals and why he sees attractive entry opportunities in some areas of the market, while Mensur Pocinci, Head of Technical Analysis, discusses the implications of the latest sell-off from a technical perspective.

00:00 Introduction by Helen Freer (Investment Writing)

00:34 Markets wrap-up by Jan Bopp (Investment Writing)

06:51 Latest equity market developments: Mathieu Racheter (Head of Equity Strategy)

10:22 Technical Analysis update: Mensur Pocinci (Head of Technical Analysis Research)

12:52 Closing remarks by Helen Freer (Investment Writing)

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