SpaceX overtakes Amazon in market cap

SpaceX moves beyond rockets with its acquisition of AI firm Anysphere, igniting investor excitement and propelling the company to become the world’s fifth-most valuable after its blockbuster IPO. As technology and geopolitics continue to reshape markets, attention now turns to today’s FOMC decision and Kevin Warsh’s first press conference as Fed Chair. Dario Messi, Head of Fixed Income Research, outlines what to expect from the Fed, while Mathieu Racheter, Head of Equity Strategy Research, discusses the impact of mega-IPOs and a potential US–Iran deal on equity markets, as well as how investors should position portfolios for the second half of 2026.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:34) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:05) - Bond market update: Dario Messi, Head of Fixed Income Research (09:51) - Equity market update: Mathieu Racheter, Head of Equity Strategy Research (14:19) - Closing remarks: Helen Freer, 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.