Wall Street stumbled again as technology stocks led the selloff. The recent rotation is shifting investor focus toward non-tech and non-US markets, with Asian equities outperforming and Europe relatively insulated. But if AI Angst spills over non-tech, the rotation may become less efficient.
Right now, all eyes are now on the US CPI release. A softer-than-expected print could ease rate concerns and stabilize equities before the closing bell, while a stronger figure risks deepening the selloff – a selloff that hits both risky and traditional low-risk assets... Watch the full episode to find out more!
Intro1:09 Risk selloff deepens
1:50 AI angst spills beyond tech
3:59 What's the risk for global markets?
5:11 Rotation, rotation
7:32 All eyes on US CPI data!










