The Fed and Big Tech

Global markets react to central banks’ cautious stance, with the Fed holding rates steady and the Bank of Canada cutting amid trade concerns. Big Tech earnings were mixed, with Microsoft, Meta and Tesla all reporting and AI optimism prevailing. European equities hit all-time highs with ASML jumping while LVMH disappointed. Norbert Rücker, Head of Economics & Next Generation Research, provides an update on the global energy markets. Nicolas Jordan, CIO Office, notes that DeepSeek has led to a broadening of market performance, but its long-term impact remains to be seen.00:00 Introduction by Helen Freer (Investment Writing)00:37 Markets wrap-up by Mike Rauber (Investment Writing)06:55 Energy market update: Norbert Rücker (Head of Economics & Next Generation Research)11:36Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)15:07 Closing remarks by Helen Freer (Investment Writing)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.