Markets remain fragile before US inflation prints – semiconductor sector under pressure

Despite a slight change of tone coming from the Federal Reserve, US bond markets remain under pressure and yields have climbed further over the past hours. The US administration’s decision to curb China’s access to US semiconductor technology weighed heavily on the sector worldwide. David Kohl, Chief Economist, shares his views on the latest US labor report and Sophie Altermatt from Macro and Next Generation Research talks about what to expect from the upcoming National Congress of the Chinese Communist Party. 00:09 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing) 04:20 US labour market update by David Kohl (Chief Economist) 08:00 China party congress by Sophie Altermatt (Investment Research Analyst) 11:32 Closing remarks by Roman Canziani (Head of Investment Writing)