Trade tensions, earnings and another subprime auto lender collapse. From Tesla’s costly Trump-era duties to Netflix’s disappointment and new US sanctions on Russian oil giants, markets are wrestling with mixed signals. AI optimism still drives risk appetite, but under the surface, cracks are widening: weak jobs data, looming government shutdown and fading consumer credit strength.
Will the Fed optimism and AI hype fight back the rest? Watch the full episode to find out more! 0:00 Intro
0:43 Market update: risks & earnings
5:07 Fresh Russian sanctions push US crude past $60pb
7:01 More risks - but do markets care?










