A robust set of economic data from the US was enough to push yields sharply higher in recent hours, while safe-haven flows ebbed despite a further escalation in the Israel-Hamas conflict. Financial markets are torn between geopolitical developments and a great start to the US earnings season. Dario Messi, Fixed Income Research, notes that central bank guidance on monetary policy has increased again.

00:00 Introduction by Mike Rauber (Investment Writing)

00:44 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:49 Fixed income update by Dario Messi (Fixed Income Research)

11:35 Closing remarks by Mike Rauber (Investment Writing)

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