After Jackson Hole is ahead of Nvidia’s earnings report
Update: 2025-08-27
Description
French political uncertainty sparks market jitters, sending European equities tumbling, with the CAC 40 falling a further 1.7% yesterday. In contrast, US stocks buck the trend despite concerns over the Fed's independence. Today, market participants will focus on upcoming corporate earnings, in particular Nvidia's quarterly results. And we have Dario Messi, Head of Fixed Income Research, on the show to discuss what Jackson Hole and the French confidence vote mean for bond markets, and what fixed income investors should do now.
- (00:00 ) - Introduction: Bernadette Anderko, Product & Investment Content
- (00:27 ) - Markets wrap-up: Jan Bopp, Product & Investment Content
- (05:52 ) - What Jackson Hole and the French confidence vote mean for bond markets: Dario Messi, Head of Fixed Income Research
- (11:30 ) - Closing remarks: Bernadette Anderko, Product & Investment Content
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