With no progress on Middle East peace talks, rising tensions are pushing energy prices higher, complicating the outlook for inflation, central banks and global growth. The BoJ leaved rates unchanged but revised growth projections lower and inflation forecast higher. The Fed may be on hold for longer, as well. while policymakers face a tough trade-off: rising prices and slowing economies.
At the same time, Big Tech is stepping back into the spotlight. Once questioned over massive AI spending and stretched balance sheets, tech giants are now seen as a relative safe haven in a fragile market environment. But there’s a catch—valuations are once again stretched, with Big Tech priced to perfection heading into earnings.
Can strong results justify the optimism? Or is the market setting up for disappointment?
Watch the full episode to find out more!
Intro0:55 Major central banks decide amid Middle East uncertainty
3:48 Big Tech appetite is back, risks have not eased...
9:00 Meanwhile valuations bounce back into earnings
