Asian stocks dip this morning, with traders selling on weaker than expected Chinese gross domestic product data despite an uptick towards year-end. Japanese stocks are up on the prospects of a further adjustment of the Bank of Japan’s yield-curve-control policy at the central bank’s meeting tomorrow. Mathieu Racheter, Head of Equity Strategy, shares his thoughts about Q4 results reported by some of the heavy-weight US Wall Street banks – markets are eagerly awaiting Morgan Stanley’s and Goldman Sachs’s reports, due today.

00:14 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)

03:41 US bank earnings by Mathieu Racheter (Head of Equity Strategy)

05:48 Closing remarks by Roman Canziani (Head of Investment Writing)