Show notes
This month, Tony is joined by Giles and Roohi for a wide-ranging discussion on the economic and market developments shaping investor sentiment. They explore the potential impact of the upcoming Federal Reserve decision, the legal uncertainty surrounding US tariffs (1:40) and the implications of rising government bond yields 19:45).
Our experts also discuss NVIDIA’s (14:55) recent earnings and what they might reveal about the monetisation of AI, as well as the resilience of equity markets amid ongoing macroeconomic challenges. Roohi provides valuable insights into consumer behaviour (5:50)…
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