Episode Details

Market action appears subdued as investors around the world await key US inflation data later today. Meanwhile, on a more company-specific level, ‘everything AI’ still seems to be the trend. In the Asia-Pacific region overnight, data showed that Japan’s corporate inflation rate rose for the third month in a row, while the Reserve Bank of New Zealand kept its benchmark interest rate steady at 5.5%. Fixed Income strategist Dario Messi joins the show today to discuss longer-maturity bonds, and Mathieu Racheter, our Head of Equity Strategy, previews the upcoming earnings season.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:34 Markets wrap-up by Lucija Caculovic (Investment Writing)

05:12 Bond Market Update by Dario Messi (Fixed Income Strategy)

10:08 Q1 Earnings Season Preview by Mathieu Racheter (Head of Equity Strategy)

14:04 Closing remarks by Bernadette Anderko (Investment Writing)

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