US stocks surged yesterday, recouping some of the losses from the massive sell-off, and the rally continued overnight with all major Asia-Pacific markets trading in the green. As investor confidence grows globally, demand for safe-haven assets such as Treasuries has decreased, leading to a decline in Treasury prices and a rise in yields. In today’s episode, we're joined by Mathieu Racheter, Head of Equity Strategy,who provides an update on the fundamental state of the stock markets, including insights into the ongoing earnings season; and Dario Messi, Head of Fixed Income Strategy, who delves into the repricing of the bond market and the expectations for Federal Reserve rate cuts.
00:00 Introduction by Roman Canziani (Head of Investment Writing)
00:38 Markets wrap-up by Lucija Caculovic (Investment Writing)
07:07 Earnings season update by Mathieu Racheter (Head of Equity Strategy)
12:15 Fixed income update by Dario Messi (Head of Fixed Income Research)
16:24 Closing remarks by Roman Canziani (Head of Investment Writing)
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