Terrible Twins: Higher Rates and AI Worries Are Spooking Markets

In this podcast the Terrible Twins are back! No, I’m not referring to the trouble that can ensue when I invite Ian McKnight on the podcast for a banter. I’m referring to the Terrible Twins stalking markets: interest rate hikes and AI concerns. In light of our guest this week, we spend more time than usual on the UK economy. It is a robust discussion in which we challenge some of the growth assumptions across Europe as well as China, and ask who the relative winners will be in the export/import global trade cycle as well as in US markets as they currently stand. As usual with Ian, this is a robust discussion that is at times controversial, never mundane and particularly enjoyable and lively. Topics covered: inflation, interest rates, bond yields, AI spending, private credit, UK economy and budget, France, China exports, global trade, US equity markets, K-shaped economy. #MarketsHappyHour #Markets #Investing #Inflation #InterestRates #AI #UKEconomy #GlobalMarkets #Economy #Podcast