Stock markets continue to suffer in the face of inflation and recession risks but the US Treasury Secretary Janet Yellen insists that the US economy is doing “very well”. The Bank of England publicly said it would buy more bonds but only until Friday. Privately, however, it’s reported that they will extend the deadline. Mathieu Racheter, Head of Equity Strategy shares his thoughts on the upcoming earnings season and suggests that the focus should be on Q4 and 2023 guidance.00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)04:03 Earnings season by Mathieu Racheter (Head of Equity Strategy)06:41 Closing remarks by Bernadette Anderko (Investment Writing)