About this episode
The bond market is starting to think about what another Trump presidency could mean for yields. Despite slowing inflation and weak growth figures in the US and Europe, equities are thriving – the S&P 500 and Japan's Topix have just hit new all-time highs. On Friday, US Treasury yields fell and gold rose after a downward revision to US employment data. The Q2 earnings season kicks off later this week, with analysts expecting a 9% year-on-year rise in EPS, the strongest since Q1 2022. Kaspar Köchli, Economist, talks about the French election and the likely impact on French assets of the uncertainty following Sunday's vote. Mensur Pocinci, Head of Technical Analysis Research, stresses that gold is outperforming every other major asset class except US large-cap equities. 00:00 Introduction by Helen Freer (Investment Writing) 00:34 Markets wrap-up by Mike Rauber (Investment Writing) 07:18 French election result by Kaspar Köchli (Economist) 11:34 Technical Analysis update by Mensur Pocinci (Head of Technical Analysis Research) 14:30 Closing remarks by Helen Freer (Investment Writing) 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.