The week starts with an energy boost for technology stocks as Sanae Takaichi scores a landslide victory in the weekend elections, meaning that Japan will spend – and it will spend big on defence and technology particularly. So markets are looking to extend Friday’s rebound, the US dollar is under pressure, gold, silver and Bitcoin are better bid.
But the fundamental questions around AI and huge spending remain a dark spot amid optimism and limit upside potential. Watch the full episode to find out more!
Intro0:59 Tech rebounds
3:17 Takaichi win boosts appetite this Monday
5:24 USD under pressure, again
6:31 The Week Ahead










