Global equity markets rallied as optimism around US-China trade negotiations lifted investor sentiment. European trade-sensitive sectors led early gains, while Wall Street closed at new record highs, driven by strong performances in chip stocks. Gold sold off sharply and oil prices dipped. In tech, Qualcomm surged on its AI pivot, while AMD partnered with the US government on supercomputing. Argentina’s markets soared following political developments, and Japan signed new trade deals with the US. Joining the show today are Mathieu Racheter, Head of Equity Strategy Research, who shares insights on the unfolding earnings season, and Manuel Villegas, Next Generation Research, who covers the latest developments in crypto assets.
- (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
- (00:31) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
- (06:36) - Earnings Season update: Mathieu Racheter, Head of Equity Strategy Research
- (09:33) - Latest news on Crypto assets: Manuel Villegas, Next Generation Research
- (13:20) - Closing remarks: Bernadette Anderko, Product & Investment Content
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