About this episode
Equity and bond markets sold off after US CPI data topped estimates. The tech heavy Nasdaq was hit the hardest while the broader S&P 500 fell back below the 5,000 mark. Yields increased strongly. Dario Messi, Fixed Income Strategist, talks about how to position in such a market. And Mathieu Racheter, Head of Equity Strategy, gives an update on the earnings season. 00:00 Introduction by Bernadette Anderko (Investment Writing) 00:24 Markets wrap-up by Jan Bopp (Investment Writing) 07:18 Bond Market update by Dario Messi (Fixed Income Strategy) 12:02 Earnings Season update by Mathieu Racheter (Head of Equity Strategy) 17:01 Closing remarks by Bernadette Anderko (Investment Writing) Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.