Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
Everyone’s waiting for Nvidia
Manage episode 436622674 series 3360361
Artificial intelligence leader Nvidia reports earnings today and the market is bracing for impact. Meanwhile, US consumer confidence has taken a step up, but still lags behind pre-pandemic levels. In China, another set of disappointing earnings results has sparked concerns over the country’s slowing economy. In today’s episode, we're joined by Dario Messi, Head of Fixed Income Research, for an update on monetary policy and bonds, and Mathieu Racheter, Head of Equity Strategy, who provides an update on the healthcare sector and obesity drugs.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:41 Markets wrap-up by Lucija Caculovic (Investment Writing)
06:16 Fixed income update: Dario Messi (Head of Fixed Income Research)
10:45 Healthcare Stocks: Mathieu Racheter (Head of Equity Strategy)
14:26 Closing remarks by Bernadette Anderko (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.
558 tập
Manage episode 436622674 series 3360361
Artificial intelligence leader Nvidia reports earnings today and the market is bracing for impact. Meanwhile, US consumer confidence has taken a step up, but still lags behind pre-pandemic levels. In China, another set of disappointing earnings results has sparked concerns over the country’s slowing economy. In today’s episode, we're joined by Dario Messi, Head of Fixed Income Research, for an update on monetary policy and bonds, and Mathieu Racheter, Head of Equity Strategy, who provides an update on the healthcare sector and obesity drugs.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:41 Markets wrap-up by Lucija Caculovic (Investment Writing)
06:16 Fixed income update: Dario Messi (Head of Fixed Income Research)
10:45 Healthcare Stocks: Mathieu Racheter (Head of Equity Strategy)
14:26 Closing remarks by Bernadette Anderko (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.
558 tập
כל הפרקים
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.