US growth concerns and geopolitics keep investors busy ahead of Nvidia’s much-anticipated earnings report later today. Germany's incoming chancellor seeks to boost defence spending, while US yields decline amid uncertainty over Trump's policies and weaker-than-expected US consumer confidence data. Global markets react, with bonds rallying, the dollar down, and equities slipping, especially tech stocks. Dario Messi, Head of Fixed Income Research, explains why he expects European yields to continue to trend lower. And we have Mathieu Racheter, Head of Equity Strategy, on the show to share his expectations for Nvidia’s earnings report after today’s market close.

00:00 Introduction by Bernadette Anderko (Investment Writing)

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

06:13 Bond market update: Dario Messi (Head of Fixed Income Research)

11:04 European equity markets: Mathieu Racheter (Head of Equity Strategy)

14:56 Closing remarks by Bernadette Anderko (Investment Writing)

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