Ben Squared: 10th February 2026: AI Upheaval, Political Turmoil, Yet Markets Calm

In the latest Ben Squared podcast the resident pairing discuss the dramatic domestic political news flow alongside the relative calm we have seen in currency and bond markets. In addition, the duo debate the difficult period many AI related stocks are enduring, though again note the overall resilience of broader stock market performance - the rotation trade away from the loosely defined US Technology sector continues. Time is also afforded to review the stock market and currency impact of the Japanese election outcome, heightening political pressure for the incoming Fed Chair and the Bank of England’s dovish turn.This podcast was recorded on 9th February 2026.This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.