After a chaotic month full of tariffs and market swings, we're now into confession season, when companies might tell investors that earnings and/or revenue may not be as good as forecast on the back of the US trade war.

Matthew Kidman, Principal at Centennial Asset Management, helps Sean Aylmer to make sense of what's happening right now, including what investors can make of the results coming out of the big US tech companies like Meta and Microsoft.

This is general information only and you should seek professional advice before making investment decisions.