Geopolitical tensions and a late ceasefire extension kept markets on edge. Equities were lower in Tuesday’s trading session as stocks ended near session lows. Strong nominal US retail sales and upbeat earnings clashed with fading optimism. Afonso Borges, Fixed Income Strategist, shares his takeaways from Fed Chair-to-be Kevin Warsh’s Senate hearing and the implications for bond markets. Mathieu Racheter, Head of Equity Strategy Research, also joins the show to provide an update on the ongoing earnings season and outline what investors should be watching in the weeks ahead.

• (00:00) - Introduction: Roman Canziani, Head of Product & Investment Content