Strong tech earnings are struggling to fuel lasting market enthusiasm. Elevated oil prices, geopolitical tensions and widening European sovereign yield spreads add to the uncertainty. Carrefour’s profit warning shows that even defensive businesses face risks. As markets digest the news ahead of next week’s earnings, we examine technology’s rebound potential, selective defensive opportunities, Treasury yields and gold’s longer-term appeal.
Watch the full episode to find out more!
Intro0:59 Earnings update
5:11 Looming risks
7:22 Where to go?









