Inflation, AI and trade tensions test the market outlook 9/8/26
About this episode
The episode discusses the impact of inflation, AI advancements, and trade tensions on the market outlook.
Markets face renewed pressure as rising oil prices, higher Treasury yields and inflation concerns put Fed policy back in focus. Plus, advances in AI and a rotation into software are reshaping the tech trade as investors weigh volatility and new opportunities. Later, U.S. Canada trade tensions and growing questions around AI safety and accountability add fresh risks to the global outlook.
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