Market Open: The Inflation Problem Isn't Over
About this episode
The episode discusses the persistent inflation issue and its implications, alongside the dynamics of the AI boom and recent events in South Korea.
Inflation may have slipped from the headlines, but is it really behind us? This week on Market Open, Reda and Russell explore why inflation could prove more persistent than investors expect - even before this year's Middle East conflict. They also turn to one of the biggest shifts happening inside the AI boom: why memory chip makers are gaining pricing power, what it means for the hyperscalers pouring billions into AI infrastructure. Plus: South Korea's volatile week, the latest on AI s...
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