Volatility is back, and markets are reacting in unexpected ways. Oil and gas prices surged on Middle East tensions, European stocks tanked, and yields jumped — yet US equities barely flinched. Big Tech gained regardless of the war headlines.
What’s driving the US resilience? Dip buyers stepped in as oil retraced, showing that even war headlines and fading Fed cut expectations weren’t enough to shake investor confidence… for now.
But the risks remain. Rising energy prices, tighter financial conditions, and geopolitical uncertainty could hit corporate earnings and slow AI investment plans. Bitcoin rebounded despite risk appetite fading, gold remained muted, and the dollar keeps strengthening.
Watch the full episode to find out more!
Intro1:05 US' reaction to Middle East war is unusual
4:22 Risks continue to weigh on global sentiment
6:10 What's next?
8:37 Can Bitcoin become a safe asset ?










