Fragile ceasefire meets IPO revival

Markets saw a cautious session yesterday, as investors remained on edge amid ongoing Middle East uncertainty, with both European and US equities ending broadly lower. Overnight, tensions escalated sharply, with US strikes on Iran followed by retaliatory actions across the Gulf, placing further strain on an already fragile ceasefire. Despite these developments, oil prices remained relatively contained. Macro data painted a mixed but broadly stable picture, with solid US housing demand, a sharply narrowing trade deficit, and modest growth signals from Europe. In Asia, rising producer prices in China and Japan highlighted ongoing cost pressures, keeping central banks in focus. Today, we were joined by Mathieu Racheter, Head of Equity Strategy Research, who discussed the revival of the IPO market and what investors should watch for in the months ahead.(00:00) - Introduction: Jan Bopp, Product & Investment Content (00:38) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (07:02) - The great IPO comeback: Mathieu Racheter, Head of Equity Strategy Research (14:15) - Closing remarks: Jan Bopp, 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.