A surprisingly good US earnings season
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Description
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. 
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