Major equity markets surge to new highs, driven by easing trade tensions, robust US earnings, and expectations of US interest rate cuts even as US inflation remains a concern. This trend is also reflected in US investment-grade credit spreads, which have reached their lowest level since 1998. Meanwhile, Indian markets are up over 1% today, following news of a planned cut in consumption tax. Looking ahead, investors are eagerly anticipating several key events this week, including today's meeting between Ukrainian President Zelensky and US President Trump in Washington DC, the release of the FOMC minutes on Wednesday, and Fed Chair Jay Powell's speech in Jackson Hole on Friday. Mensur Pocinci, Head of Technical Analysis Research, shares his insights on what market breadth reveals about our regional equity preferences from a technical perspective.

• (00:00) - Introduction: Helen Freer, Product & Investment Content

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