A surprisingly good US earnings season

German inflation accelerated for the first time since December, while China PMI data releases point to a slowly healing economy and Tesla's 15% gain helps the S&P 500 close slightly higher. Japanese stocks are gaining, with the focus on yesterday's currency intervention. Samsung's profits rise on AI demand for its chips, while German carmakers report a drop in profits. Manuel Villegas, Next Generation Research, says that macro-economic factors are in the driving seat when it comes to Bitcoin. Mathieu Racheter, Head of Equity Strategy, highlights that the US earnings season is surprising on the upside.00:00 Introduction by Helen Freer (Investment Writing)00:31 Markets wrap-up by Mike Rauber (Investment Writing)07:40 Digital assets update by Manuel Villegas (Next Generation Research)11:26 Q1 Earnings Season update by Mathieu Racheter (Head of Equity Strategy Research)13:42 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.