US and European equity markets put in another strong performance yesterday, climbing to fresh records as the latest hotter-than-expected inflation figures did little to alter bets the Federal Reserve will cut rates this year - even if officials keep a more cautious stance for now. Dario Messi, Fixed Income Strategist, shares details about yesterday’s US inflation report and what it means for the Fed and bond investors.

00:00 Introduction by Bernadette Anderko (Investment Writing)

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

05:37 Bond market update by Dario Messi (Fixed Income Strategy)

09:54 Closing remarks by Bernadette Anderko (Investment Writing)

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