About this episode
Following a strong start to the week, markets took a step back yesterday as investors continued to digest the implications of the US election outcome. With key events on the horizon – including a slew of earnings reports and the release of US inflation data later today – traders are cautious about the potential for further interest rate cuts by the Federal Reserve. Joining us to provide expert analysis on how these developments are shaping their respective markets are Dario Messi, Head of Fixed Income Research, and Mathieu Racheter, Head of Equity Strategy. They share insights into their latest rating changes in response to the shifting US political landscape. 00:00 Introduction by Lucija Caculovic (Investment Writing) 00:34 Markets wrap-up by Jan Bopp (Investment Writing) 05:58 Fixed income rating changes: Dario Messi (Head of Fixed Income Research) 10:52 Upgrade cyclicals and financials: Mathieu Racheter (Head of Equity Strategy) 15:07 Closing remarks by Lucija Caculovic (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.