40:T403,

The S&P 500 closed at an all-time high last week, but European stocks ended the week lower. This morning the Nikkei 225 is up more than 1.6% but China’s stocks are in the red. Investors now anticipate European Central Bank policy decisions and two major US data reports at the end of this week. Mensur Pocinci, Head of Technical Analysis, reveals what the charts are saying about the current market situation and Richard Tang, Head of Research Hong Kong, provides insights into the Chinese equity doldrums.

00:00 Introduction by Mike Rauber (Investment Writing)

00:37 Markets wrap-up by Bernadette Anderko (Investment Writing)

05:39 Technical Analysis update by Mensur Pocinci (Head of Technical Analysis Research)

09:44 China markets by Richard Tang (Head of Research Hong Kong)

14:45 Closing remarks by Mike Rauber (Investment Writing)

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41:T406,

Good news on the US economy was bad news for US equities yesterday as increased interest rate expectations weighed on stocks. An expanded ban on using iPhones in China also weighed on market sentiment, and this is also spilling over to Asian markets that are a sea of red this Thursday. European luxury stocks were lower yesterday as Richemont’s chairman warned of the impact of high inflation on local demand in Europe. Norbert Rücker, Head of Macro & Next Generation Research, notes that brent oil at USD 90 is detached from fundamentals even as sentiment on the black gold has improved.

00:00 Introduction by Helen Freer (Investment Writing)

00:37 Markets wrap-up by Mike Rauber (Investment Writing)

06:07 Oil market by Norbert Rücker (Head of Macro & Next Generation Research)

10:39 Closing remarks by Helen Freer (Investment Writing)

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42:T475,

Global markets saw divergent trends, with European stocks struggling due to a falling oil price and high China exposure, while US markets saw a broad-based rally driven by positive tech sector news. Bond yields steadied, and investors await the release of the FOMC minutes for insights into the Fed's next move. Chinese stocks continue to pull back from their post-holiday opening highs yesterday. Mathieu Racheter, Head of Equity Strategy, tells us what to expect from the upcoming reporting season, while Dario Messi, Head of Fixed Income Research, explains why long-term yields remain elevated despite the Fed’s rate cuts.

00:00 Introduction by Jonti Warris (Investment Writing)

00:24 Markets wrap-up by Jan Bopp (Investment Writing)

05:42 Earnings season preview by Mathieu Racheter (Head of Equity Strategy)

10:18 Fixed income update by Dario Messi (Head of Fixed Income Research)

14:47 Closing remarks by Jonti Warris (Investment Writing)

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43:T470,Markets faced a turbulent week, starting with caution amid hawkish Fed commentary and trade tensions, but ending on a more optimistic note thanks to a solid US inflation report. Global equities rebounded on Friday, though US equities still closed the week in negative territory. In contrast, European markets held steady, supported by robust economic data and reassurance regarding pharmaceutical tariffs. Meanwhile, gold continues its upward momentum. Mensur Pocinci, Head of Technical Analysis, explains why he still likes the precious metal, he discusses this year’s lacklustre performance of Swiss equities and offers guidance for Swiss investors, noting that the Swiss franc is expected to strengthen further.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:07) - Technica

The Sun Overdose for European stocks...