Markets wobble: Is the AI rally running out of steam?

Equity markets are facing renewed pressure as investors question whether AI-driven stocks, particularly semiconductors, can sustain their remarkable rally. All eyes are on Micron, set to report earnings after today’s close in New York, for clues on the sector’s next move. At the same time, the broader economic backdrop remains supportive, with US business activity expanding at its fastest pace in five months. In today’s episode, Dario Messi, Head of Fixed Income Research, shares his perspective on newly appointed Federal Reserve Chair Kevin Warsh’s communication framework – and what it could mean for markets and investors.(00:00) - Introduction: Lucija Caculovic, Product & Investment Content (00:38) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content (06:41) - Fixed income update: Dario Messi, Head of Fixed Income Research (11:31) - Closing remarks: Lucija Caculovic, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.