Join us for a recap of a dramatic trading day, marked by a late-day surge in stocks as inflation concerns eased in the US and earnings reports exceeded expectations. While tech stocks stumbled, rate-sensitive sectors and financials shone in both European and US markets. Meanwhile, gold continued its upward trajectory, reaching yet another intraday record high. In this episode, we're joined by two expert guests: Carsten Menke, Head of Next Generation, who shares his insights on the gold market, and Mathieu Racheter, Head of Equity Strategy, who provides an update on the earnings season so far.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:44 Gold: Carsten Menke (Head of Next Generation Research)

10:16 Earnings season update: Mathieu Racheter (Head of Equity Strategy)

14:44 Closing remarks by Helen Freer (Investment Writing)

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