Does the latest US inflation data suggest that the action taken by the Feds is working? Is inflation finally coming under control? Meanwhile, what could China’s reopening mean for different segments of the market? The outlook for gold, oil and foreign currencies JPY and RMB are also discussed. Michelle Martin is joined by Stephen Innes, Managing Partner, SPI Asset Management

Money and Me: Why are markets still climbing if oil prices are rising?
23:15

Market View: Which companies are benefitting from the AI memory boom? Oil Plays & Fed Reality Check
23:56

Money and Me: The AI Capex Spend - who are the current winners?
25:30