US stocks saw their first back-to-back drop in six weeks yesterday as traders weighed the prospects of a slower pace of Federal Reserve rate cuts. Meanwhile, gold posted another new record high on geopolitical concerns. Dario Messi, Head of Fixed Income Research, shares his thoughts on the recent steep rise in US Treasury yields. And Mathieu Racheter, Head of Equity Strategy, provides an update on the Q3 earnings season. 00:00 Introduction by Bernadette Anderko (Investment Writing) 00:34 Markets wrap-up by Jonti Warris (Investment Writing) 06:20 Fixed income update: Dario Messi (Head of Fixed Income Research) 11:35 Earnings season update: Mathieu Racheter (Head of Equity Strategy) 14:49 Closing remarks by Bernadette Anderko (Investment Writing) 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.