Oil, AI, and the Fed: What's Next for Markets?

Could rising oil prices, interest-rate uncertainty, and massive AI spending change the market outlook?Jeremy Siegel, Wharton Emeritus Professor of Finance, examines how energy supply disruptions could affect inflation and growth, what the Federal Reserve may do next on interest rates, why Wall Street is scrutinizing AI infrastructure spending, and how tariffs and demographic change could shape the broader economy. Hosted on Acast. See acast.com/privacy for more information.