Investors ditch US assets and Fed independence comes under fire

Market uncertainty has taken hold, with the US dollar hitting 15-month lows, stocks plummeting – including the Nasdaq, which has entered bear market territory – and credit spreads spiking. In contrast, Asian markets remain relatively resilient, while gold and digital assets rally. To make sense of these trends, we're joined by two expert guests: Mathieu Racheter, Head of Equity Strategy, and Carsten Menke, Head of Next Generation Research. Together, we delve into the latest news across financial markets and explore what's driving investor sentiment. 00:00 Introduction: Helen Freer, Investment Writing 00:31 Markets wrap-up: Roman Canziani, Head of Investment Writing 05:55 Earnings season update: Mathieu Racheter, Head of Equity Strategy 09:57 Bitcoin and gold: Carsten Menke, Head of Next Generation Research 13:32 Closing remarks: Helen Freer, 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.