About this episode
Markets digested a mix of headlines yesterday. In the US, the latest jobs report pointed to a resilient but cooling labour market. US equities were mostly subdued, though Tesla stole the spotlight with a record-breaking rally on robotaxi optimism. Oil prices swung sharply, first falling on hopes of a Russia-Ukraine peace deal before rebounding on renewed geopolitical tensions, while gold edged higher as uncertainty lingered. In Europe, defence stocks slipped as peace talks gained traction, and the EU made waves by reversing its planned ban on combustion-engine cars. Asian markets were broadly higher, buoyed by strong export data from Japan. We’re joined by Dario Messi, Head of Fixed Income Research, for an update on bond markets and central banks, and Mathieu Racheter, Head of Equity Strategy Research, who shares insights on their recent upgrade of Swiss equities and their views on the financials sector. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:38) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (06:50) - Bond market update: Dario Messi, Head of Fixed Income Research (11:02) - Equity market update: Switzerland and financials: Mathieu Racheter, Head of Equity Strategy Research (15:28) - Closing remarks: Helen Freer, Product & Investment Content 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.