Description
In this episode, the panel discusses the key market developments of 2026 so far, including the impact of latest non-farm payrolls reading, AI trends, and the outlook for the second half of the year. They analyse recent economic data, stock performances, and the evolving landscape of AI infrastructure investments.
Takeaways 👇
🔹 Oil prices have been volatile but are stabilizing.
🔹 AI stocks are shifting from mega caps to infrastructure companies.
🔹 Small caps are outperforming despite rate hike fears.
🔹 Market is pricing in a cautious approach from the Fed.
🔹 Investors should consider broader economic indicators beyond single data points.
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