Oil prices have pulled back after an unexpectedly calm weekend in the Middle East, giving global markets a breather. But is the relief temporary? This week, investors face a packed calendar with Federal Reserve, Bank of England and Bank of Japan policy decisions, while four of the world's biggest technology companies—Microsoft, Amazon, Meta and Apple—report earnings.
Meanwhile, a blockbuster IPO in Shanghai has put China's memory-chip champion CXMT firmly on investors' radar. The company has quietly become the world's fourth-largest DRAM maker, underscoring China's rapidly expanding AI ecosystem and raising questions about future competition for Samsung, SK Hynix and Micron.
In today's Market Talk, we discuss the outlook for central banks, the implications of easing oil prices, the growing importance of China's semiconductor industry, and why Big Tech's AI spending—not earnings—could be the biggest market-moving story of the week.
Watch the full episode to find out more!
Intro1:10 Calm weekend pulls energy lower, supports stocks & bonds
2:10 Fed, BoE and BoJ to deliver policy decisions this week
6:22 A new Chinese chipmaker went public today!
8:17 Focus on Big Tech spending
