The Middle East ceasefire is extended but uncertainties remain and oil volatility persists.
Across assets, conviction is thin: equities are mixed, the dollar is losing momentum and investors are increasingly focused on what comes next.
With earnings season kicking off, all eyes turn to Tesla—not for the numbers, but for its AI narrative and long-term growth story.
Watch the full episode to find out more!
Intro0:51 Middle East ceasefire extended
4:41 US yields rise on data, Warsh hearing
6:37 US dollar softens
7:15 Korean memory chip makers have margin to face price pressures
8:08 Tesla earnings are about AI not about cars










