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Stocks rebounded after a rocky start to the week, sparked by concerns over a low-cost artificial intelligence model developed by Chinese startup DeepSeek. However, investors are beginning to see the development as a potential boon for the industry, while OpenAI says it has evidence that DeepSeek has used its model to train its own. The focus today shifts to the Federal Reserve's decision and the upcoming big tech earnings reports. Dario Messi, Head of Fixed Income Research, and Mathieu Racheter, Head of Equity Strategy, provide their insights on these key events.

00:00 Introduction by Jonti Warris (Investment Writing)

00:27 Markets wrap-up by Jan Bopp (Investment Writing)

05:13 Bond market update: Dario Messi (Head of Fixed Income

10:56 Earnings season update: Mathieu Racheter (Head of Equity Strategy)

15:13 Closing remarks by Jonti Warris (Investment Writing)

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The dust is settling after the DeepSeek news

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