Earnings season kicks into gear with Tesla and Alphabet disappointing

Luxury companies continue to face cooling demand for their high-end goods in China. And mega-cap tech companies have had a lacklustre start to the earnings season. While equity markets are moving big on earnings reports, bond markets are taking a back seat. Dario Messi, Head of Fixed Income Research, talks about his expectations for bond markets going forward. And we have Mathieu Racheter, Head of Equity Strategy, who talks about a positive earnings season so far and where he sees strengths and weaknesses. 00:00 Introduction by Lucija Caculovic (Investment Writing) 00:34 Markets wrap-up by Jan Bopp (Investment Writing) 06:19 Fixed income update by Dario Messi (Head of Fixed Income Research) 09:46 Q2 earnings season update by Mathieu Racheter (Head of Equity Strategy) 12:27 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.