Large-cap US tech stocks rallied yesterday, with Microsoft closing just shy of a USD 3 trillion market cap, while most other sectors were lower as yields on 30-year US Treasuries rose to their highest this year. Germany's DAX index closed at an all-time high following strong gains in SAP and some better-than-expected German manufacturing data. The rally in Chinese equities continued for a second day. Today's focus will be on central banks, including the ECB, and earnings from heavyweights such as LVMH. Carsten Menke, Head of Next Generation Research, discusses the outlook for the Future Mobility and Circular Economy investment themes.00:00 Introduction by Helen Freer (Investment Writing)00:30 Markets wrap-up by Mike Rauber (Investment Writing)06:31 Future Mobility and Circular Economy by Carsten Menke (Head of Next Generation Research)11:42 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.