Global stocks rally, with the S&P 500 hitting a record high, as cooler US inflation reinforces bets on Fed rate cuts. Richemont gets a new ‘Bos’, naming the head of Van Cleef & Arpels as its new CEO. Markets Today has everything you need to know as markets open across Europe. Jamie Dimon tells Bloomberg the chance of a US soft landing is much smaller than broadly expected, saying markets are impacted by "a lot of happy talk." With analysis you won’t find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Guy Johnson, Tom Mackenzie and Anna Edwards.
00:00:00 – Intro
00:07:27 – Zurich Insurance CEO Mario Greco Speaks
00:16:50 – Smead Capital CEO Cole Smead on His High Return Assets
00:49:00 – Countdown to European Open
01:03:38 – ALTI Tiedemann Global’s CIO Speaks
01:13:00 – Macquarie Investment Bank’s Marcus Garvey Speaks
01:29:51 – Max Verstappen on F1 Expansion
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