Artificial intelligence leader Nvidia reports earnings today and the market is bracing for impact. Meanwhile, US consumer confidence has taken a step up, but still lags behind pre-pandemic levels. In China, another set of disappointing earnings results has sparked concerns over the country’s slowing economy. In today’s episode, we're joined by Dario Messi, Head of Fixed Income Research, for an update on monetary policy and bonds, and Mathieu Racheter, Head of Equity Strategy, who provides an update on the healthcare sector and obesity drugs.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:41 Markets wrap-up by Lucija Caculovic (Investment Writing)
06:16 Fixed income update: Dario Messi (Head of Fixed Income Research)
10:45 Healthcare Stocks: Mathieu Racheter (Head of Equity Strategy)
14:26 Closing remarks by Bernadette Anderko (Investment Writing)
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