Markets are already showing signs of tariff headline fatigue, with US stocks little changed after the latest US tariff announcements. Meanwhile, European equities continue to outperform. French, German, and Swiss markets are all hitting new all-time highs. Traders are now braced for the US inflation report later today. Dario Messi, Head of Fixed Income Research, explains why the Fed is in no hurry to make further interest rate cuts. And we have Mathieu Racheter, Head of Equity Strategy, on the show to give us an update on the ongoing earnings season, and to discuss opportunities in Europe and China.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:28 Markets wrap-up by Jan Bopp (Investment Writing)

05:30 Bond market update by Dario Messi (Head of Fixed Income Research)

11:27 Earnings Season latest by Mathieu Racheter (Head of Equity Strategy)

16:47 Closing remarks by Bernadette Anderko (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.