The global trade war intensifies as the Trump Tariffs come into effect. Equities continue to decline for the fourth consecutive day, threatening to push the S&P 500 into bear market territory, as investors seek safe havens. Meanwhile, Treasuries, once considered the world's ultimate safe haven, remain under pressure as investors appear to be losing confidence in the US. To gain more insight into the bond market's reaction, we spoke with Dario Messi, Head of Fixed Income Research, who discusses the implications for investors' positioning in more detail.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:27 Markets wrap-up by Jan Bopp (Investment Writing)

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

10:44 Closing remarks by Bernadette Anderko (Investment Writing)

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