About this episode
Escalating tensions between Russia and Ukraine dampened global risk appetite and sent investors scrambling for safe-haven assets yesterday. While European markets ended the day in the red, US equities recovered from earlier losses as the focus turned to Nvidia's earnings report due after the close today. Mathieu Racheter, Head of Equity Strategy, talks about the most anticipated earnings report of the season and explains why the path of least resistance for equities is up. And we have Dario Messi, Head of Fixed Income Research, on the show to talk about the divergence between ECB and Fed rate cut expectations. 00:00 Introduction by Bernadette Anderko (Investment Writing) 00:24 Markets wrap-up by Jan Bopp (Investment Writing) 05:17 Bond market update: Dario Messi (Head of Fixed Income Research) 10:06 What we learned from the earnings season: Mathieu Racheter (Head of Equity Strategy) 14:07 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 wherever you get your podcasts.