Markets Weekly podcast (19 January 2026): Corporate earnings special

In this week's podcast, Dorothée Deck, Head of Cross Asset Strategy, joins host Julien Lafargue to discuss how market leadership is broadening across companies, sectors and regions. They cover what’s driving this shift, why investor sentiment remains fragile, and why earnings delivery is becoming increasingly important. They also preview the key themes for the Q4 reporting season – from AI‑related productivity to capex trends and the durability of mega-cap earnings – and share early insights from US bank results.