Fed comments eased fears of prolonged policy tightening, helping equities recover from an uncertain start. Beneath the surface, however, AI-related stocks remained under pressure amid fresh concerns over China's technological ambitions, while US bank earnings failed to impress. Meanwhile, surging gas prices and renewed attacks in the Middle East reignited concerns ahead of today's US inflation report. Dario Messi, Head of Fixed Income Research, discusses the implications for corporate bonds, while Mathieu Racheter, Head of Equity Strategy Research, examines the outlook for both US and European banks.

(00:00) - Introduction: Bernadette Anderko, Product & Investment Content
(00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content
(05:54) - Bond Market update: Dario Messi, Head of Fixed Income Research
(10:31) - US Financials update: Mathieu Racheter, Head of Equity Strategy Research
(14:20) - Closing remarks: Bernadette Anderko, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

(00:00) - Introduction: Bernadette Anderko, Product & Investment Content
(00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content
(05:54) - Bond Market update: Dario Messi, Head of Fixed Income Research
(10:31) - US Financials update: Mathieu Racheter, Head of Equity Strategy Research
(14:20) - Closing remarks: Bernadette Anderko, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Fed hopes, AI fears, and banks that fail...