A sharp market rotation took centre stage on Tuesday as investors moved out of chipmakers and into healthcare and financial stocks, pushing both sectors to fresh record highs. Even blockbuster results from AI memory leader SK Hynix failed to ease concerns, extending the sell-off in semiconductor stocks ahead of a crucial week for Big Tech earnings. With the Federal Reserve set to announce its latest interest rate decision today, markets are bracing for the next major catalyst. Dario Messi, Head of Fixed Income Research, shares his expectations for the Fed’s decision and what it could mean for investors. We also speak with Mathieu Racheter, Head of Equity Strategy Research, for the latest insights into the Q2 earnings season.(00:00) - Introduction: Lucija Caculovic, Product & Investment Content (00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content (07:20) - Fed preview: Dario Messi, Head of Fixed Income (11:07) - Q2 earnings season: Mathieu Racheter, Head of Equity Strategy (16:04) - Closing remarks: Lucija Caculovic, 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.
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