Markets are on edge as Fed Governor Lisa Cook refuses to step down amid Trump’s push to replace her, sparking fears over central bank independence. US yield curve is steepening, the US dollar wavers while the S&P 500 prints record-high valuations despite stronger-than-expected quarterly results.
Overseas, Japanese yields ease while inflation cools, giving the USDJPY room to clear 148 offers. In Europe, political uncertainty in France rattles the euro and CAC 40, while Denmark’s Ørsted plunges after US project delays highlight the risks for renewable energy under Trump. Safe havens like gold rebound and US crude tests $65pb offers amid stalled Ukraine talks.
Watch the full episode to find out more!
0:00 Intro
0:40 Another shake at the Fed
4:14 Japan's inflation eases
5:12 French political drama is back
6:15 A quick take on clean energy outlook
8:51 Safe havens, oil in demand










