US and European equity markets fell yesterday following President Trump’s announcement that Iran has 10-15 days to reach a deal over its nuclear programme. This pushed oil prices up over USD 72/ barrel this morning. On the bright side, Indian and South Korean equity markets climbed today. US Futures are also higher ahead of key US data due out today, and the possibility of the announcement of the highly anticipated Supreme Court decision on the legality of Trump’s tariffs under the International Emergency Economic Powers Act. Fixed Income Research analyst Afonso Borges discusses expectations around the data and the court ruling as well as unpacking this week’s Fed minutes.

• (00:00) - Introduction: Helen Freer, Product & Investment Content