As investors grapple with the implications of an ‘earnings yield inversion’, where the S&P 500 Index yields more than 10-year US Treasuries, US equities took a breather yesterday from last week’s gains. Meanwhile, Asia is seeing its busiest IPO week in more than two years, a key test of market risk appetite. With the US election just two weeks away and US politics increasingly in the headlines, we're joined by Leonardo Pellandini to discuss the impact of the US election on European equities.
00:00 Introduction by Jan Bopp (Investment Writing)
00:41 Markets wrap-up by Lucija Caculovic (Investment Writing)
08:08 Impact of US election on European equities: Leonardo Pellandini (Equity Strategy)
12:28 Closing remarks by Jan Bopp (Investment Writing)
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