Investors ditch US assets and Fed independence comes under fire

Market uncertainty has taken hold, with the US dollar hitting 15-month lows, stocks plummeting – including the Nasdaq, which has entered bear market territory – and credit spreads spiking. In contrast, Asian markets remain relatively resilient, while gold and digital assets rally. To make sense of these trends, we're joined by two expert guests: Mathieu Racheter, Head of Equity Strategy, and Carsten Menke, Head of Next Generation Research. Together, we delve into the latest news across financial markets and explore what's driving investor sentiment.00:00 Introduction: Helen Freer, Investment Writing00:31 Markets wrap-up: Roman Canziani, Head of Investment Writing05:55 Earnings season update: Mathieu Racheter, Head of Equity Strategy09:57 Bitcoin and gold: Carsten Menke, Head of Next Generation Research13:32 Closing remarks:  Helen Freer, Investment WritingWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.