US President Donald Trump has just imposed 100% tariffs on imports that include semiconductors. We ask
Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank what impact that would have on economies which are heavily titled towards E&E exports. We also ask if the weak US labour data changes the Fed Fund rate policy and the terminal rate.

Oil Shock, Labour Signals and Fragile Markets
12:08

Upsides Still for AI Investing
08:43

Navigating Economic Data, Oil Prices & War
12:15