Oil swings, markets broaden, SpaceX soars

Oil volatility, a broadening equity rally and earnings dominated markets yesterday. While Netflix disappointed, SpaceX delivered standout results and Elon Musk floated the idea of a potential tie-up with Tesla. In Asia, stronger semiconductor sentiment and robust Japanese export growth supported risk appetite, offsetting weakness in CATL, China’s top battery maker, following its earnings release. Dario Messi, Head of Fixed Income Research, and Mathieu Racheter, Head of Equity Strategy, examine Europe as France's debt concerns deepen, European bank stocks central to Italy’s and Spain’s stock markets hit a four-month low, and Swiss large caps have been outperforming.

(00:00) - Introduction: Helen Freer, Product & Investment Content

(00:31) - Markets wrap-up: Mike Rauber, Product & Investment Content

(07:03) - Bond market update: Dario Messi, Head of Fixed Income Research

(11:52) - Equity market update: Mathieu Racheter, Head of Equity Strategy Research

(17:42) - Closing remarks: Helen Freer, Product & Investment Content

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