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The current EV 'winter' will pass with only 3% all cars on the road electric and many investors remaining steadfast in support. Whilst the most bullish thing about Apple's results tonight is that expectations are already very low.

In this conversation, Sam and Josh discuss the Q1 earnings reports from Amazon, Apple and Novo Nordisk.

Europe is leading the growth turnaround in global defence spending, significantly boosting local defence stocks. We see room for relief from today's Fed meeting with investors already braced for minimal interest rate cuts.

In this episode, Sam North looks at Cocoa's chart after it suffered its biggest intraday loss since 1960.

Our Breakfast commodities price index surged on weather-driven supply disruptions, a boost to ag producers and their suppliers but a threat to food companies and lower inflation expectations. We also preview AWS cloud leader and online retail giant Amazon's results.

April volatility may continue into May, with NVIDIA earnings, the Fed meeting, and election calendar highlights, but we remain in the early bull market innings. The 3 keys for this week are AAPL and AMZN earnings, the US Fed meeting and jobs report, and Europe's data exceptionalism.