Oil prices surrendered this week's geopolitical gains as easing supply concerns and renewed US-Iran talks helped calm the energy markets despite continued disruptions around the Strait of Hormuz. Falling oil prices pushed global bond yields lower and lifted investor sentiment, setting the stage for a record US debut by SK Hynix.
Meanwhile, Chinese technology stocks continue to attract investors thanks to compelling valuations, growing AI ambitions and expectations of stronger government support. Looking ahead, attention shifts to the start of the US earnings season, where headline earnings growth is expected to be driven overwhelmingly by the energy and technology sectors. But uncomfortable questions swirl in investors’ minds!
Watch the full episode to find out more!
Intro1:07 Market update: oil, yields fall, mood improves
3:10 Tech up and down ahead of SK Hynix record US debut!
4:17 Chinese tech extends gains
6:18 A quick glimpse at upcoming Earnings Season!









