European and US stocks moved lower in yesterday’s trading sessions, with earnings releases and new mooted curbs on US software exports to China doing nothing to boost the trading mood. Asia’s equity markets also reacted negatively to the escalation in trade tensions. Oil prices jumped about 3% last night after the US administration imposed further sanctions on Russia’s two largest crude companies, Rosneft and Lukoil, aiming to harm the Kremlin’s ability to raise revenue to fund its war against Ukraine. Our Head of Equity Strategy Research, Mathieu Racheter, joins the podcast to provide an update on a – so far – strong US earnings season. He explains why next week is the one to watch out for though, as it should reveal whether or not AI momentum is still building.(00:00) - Introduction: Helen Freer, Product & Investment Content

(00:31) - Markets wrap-up: Bernadette Anderko, Product & Investment Content

(06:11) - Earnings season update: Mathieu Racheter, Head of Equity Strategy

(10:22) - Closing remarks: Helen Freer, Product & Investment Content
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