After the US and China both slashed their reciprocal tariff rates, US markets responded with jubilation yesterday, sparking an impressive rally with the S&P 500 building on its recent run as investors priced out the chance of a downturn. Also on today’s podcast, we are joined by David Meier, Senior Economist, who shares his insights on the impact of recent trade talks, and Carsten Menke, Head of Next Generation Research, who provides an update on the outlook for digital assets following the recent recovery in crypto markets.

00:00 Introduction: Helen Freer, Investment Writing

00:38 Markets wrap-up: Jonti Warris, Investment Writing

06:13 Trade talks progress: Dave Meier, Senior Economist

12:41 Digital assets update: Carsten Menke, Head of Next Generation Research

16:44 Closing remarks: Helen Freer, Investment Writing

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