Markets Weekly podcast (14 July 2025): Earnings season special

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As earnings season begins to ramp up, investors will be hoping to get some valuable insight into how companies are navigating higher tariffs and ongoing geopolitical uncertainty. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, joins Julien Lafargue to consider what makes this particular earnings season so important, how investors might position their portfolios and much more besides.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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