Earnings boost markets but tariffs loom large
Update: 2025-08-07
Description
Markets are in a positive mood, driven by corporate earnings that are exceeding expectations, and this is despite further 'tariff sabre-rattling' by President Donald Trump, who announced a potential 100% tariff on chips and semiconductors that are not manufactured in the US. Meanwhile, Switzerland has yet to successfully negotiate a reduction in the US tariff of 39%. Yields are slightly higher this morning, partly due to the underwhelming demand in yesterday’s auction of new 10-year US Treasuries. For insights into the bank's investment strategy, we are joined by Nicolas Jordan from the CIO Investment Analysis team.
- (00:00 ) - Introduction: Helen Freer, Investment Writing
- (00:24 ) - Markets wrap-up: Roman Canziani, Head of Investment Writing
- (05:47 ) - Update from the CIO Office: Nicolas Jordan, CIO Investment Analysis
- (10:43 ) - Closing remarks: Helen Freer, Investment Writing
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