US inflation has climbed to its highest level in three years, yet markets have remained remarkably resilient. Strong economic data, easing oil prices, and renewed optimism around AI have helped support investor sentiment, even as expectations grow that the Federal Reserve could keep interest rates higher for longer. Is the market correctly pricing the risks ahead, or are investors becoming too complacent?


Image Credit: Shutterstock

US inflation has climbed to its highest level in three years, yet markets have remained remarkably resilient. Strong economic data, easing oil prices, and renewed optimism around AI have helped support investor sentiment, even as expectations grow that the Federal Reserve could keep interest rates higher for longer. Is the market correctly pricing the risks ahead, or are investors becoming too complacent? Image Credit: Shutterstock

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Dovish or hawkish? Over or underweight? Bull or Bear? Investor paralysis? We speak to leading local and foreign analyst to find out how the different asset classes and markets will react to the latest news, results and even geopolitical events.

Market Watch

Markets Shrug Off Inflation Warning

Spot gold is now trading at its lowest in a year while Brent crude oil futures have gone back to Feb 27 levels, the day before the US and Israel attacked Iran. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank, lays out the current scenario and its impact on interest rates and currencies.

Image Credit: Shutterstock

Spot gold is now trading at its lowest in a year while Brent crude oil futures have gone back to Feb 27 levels, the day before the US and Israel attacked Iran. Vishnu Varathan, Head of Economics &amp; Strategy, Mizuho Bank, lays out the current scenario and its impact on interest rates and currencies. Image Credit: Shutterstock

Crude Oil, Gold Respond To War News

The overnight global sell-off in tech and AI stocks has reignited questions about the longevity of the AI-led bull run. Are these early signs that the bubble is bursting? We discuss market trends with David Chow of Azure Capital.

Image Credit: Shutterstock

The overnight global sell-off in tech and AI stocks has reignited questions about the longevity of the AI-led bull run. Are these early signs that the bubble is bursting? We discuss market trends with David Chow of Azure Capital. Image Credit: Shutterstock

Is AI Mania Coming to an End?

The US Fed Chair Kevin Warsh in his first meeting gave hawkish signals as to the interest rate trajectory, but is a hike imminent? Joseph Sroka of NovaPoint Capital weighs in on the potential scenarios at play and what investors should consider in the AI tech space.

Image Credit: Shutterstock

The US Fed Chair Kevin Warsh in his first meeting gave hawkish signals as to the interest rate trajectory, but is a hike imminent? Joseph Sroka of NovaPoint Capital weighs in on the potential scenarios at play and what investors should consider in the AI tech space. Image Credit: Shutterstock

Markets Shrug Off Inflation Warning

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