In this episode, we dive into the latest market developments as European government bonds and equities surge on contained eurozone inflation. Meanwhile, US stocks experience a volatile session ahead of the unveiling of the Trump administration's reciprocal tariff plans. Joining us is Dario Messi, Head of Fixed Income Research, who shares his insights on why he thinks it's not the right time to increase risk exposure in bond markets.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:24 Markets wrap-up by Roman Canziani (Head of Investment Writing)

05:49 Bond market latest: Dario Messi (Head of Fixed Income Research)

09:39 Closing remarks by Bernadette Anderko (Investment Writing)

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