Episode Details

Equity markets saw another sharp decline yesterday as investors awaited Wednesday’s earnings report from artificial intelligence leader Nvidia and a closely watched US jobs report later this week. Sentiment was already fragile, and news that a prominent hedge fund had sold its Nvidia stake added further pressure. Our Chief Economist, David Kohl, shares his outlook on the upcoming wave of US economic data following the end of the government shutdown and explains what these developments could mean for the Federal Reserve’s monetary policy trajectory.

• (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
• (00:28) - Markets wrap-up: Jan Bopp, Product & Investment Content
• (05:50) - With US data delivery resuming, what next for the Fed?: David Kohl, Chief Economist
• (11:45) - Closing remarks: Bernadette Anderko, Product & Investment Content

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