The market’s positioning for aggressive cuts in the US and Europe is being tested this week by several central bank officials. All of this is pushing US and European bond yields higher and continuing to weigh on equity markets. In Asia, a stock selloff deepened after fresh data redoubled concerns about China’s economy. Dario Messi from Fixed Income Research joins today’s show to shed some light on what to expect from bonds this year, and Mathieu Racheter, Head of Equity Strategy, gives us more insight into the ongoing earnings season.
00:00 Introduction by Bernadette Anderko (Investment Writing)
01:05 Markets wrap-up by Jan Bopp (Investment Writing)
07:28 Market Outlook 2024 - fixed income calls by Dario Messi (Fixed Income Strategy)
11:22 Earnings Season update by Mathieu Racheter (Head of Equity Strategy)
14:59 Closing remarks by Bernadette Anderko (Investment Writing)
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