Show notes
This month, James and Giles discuss the resilience of global markets in the face of geopolitical disruption, including the ongoing Iran conflict and its impact on energy supply and economic activity (01:27).
Our experts explore the strength of corporate earnings, the role of artificial intelligence in driving market performance and the growing importance of the semiconductor supply chain in emerging markets (03:00).
They also examine the implications of the Trump–Xi meeting (05:30), trade tensions (08:30), and how prolonged uncertainty may begin to feed through to growth, inflation and…
Website: share.transistor.fm
