Oil prices are pushing higher as Middle East tensions intensify, while growing concerns about the pace of AI development are putting the technology trade under pressure. A potential AI slowdown also raises a bigger financial question: who pays for the massive data-centre leases, debt and power commitments accumulated during the AI boom?
Meanwhile, central banks add another layer of uncertainty. The Federal Reserve and Bank of Japan are expected to raise rates this week, increasing borrowing costs just as concerns about AI-led growth emerge. Technology-heavy markets, including the Kospi, TAIEX and Nasdaq, could remain particularly vulnerable, while higher oil prices weigh on the broader market.
With bonds under pressure and even traditional safe havens like gold and the Swiss franc struggling, investors may increasingly look toward energy, miners and hard commodities for relative protection.
Watch the full episode to find out more!
Intro1:03 Rising oil, doubts about AI weigh on sentiment
5:03 Rate hikes on the menu this week
8:01 Where to hide? .
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