Episode Details
Back to EpisodesEquity rally grows more vulnerable amid policy and valuation concerns
Description
Major equity indices reach fresh record highs, but AI valuation concerns
linger. Fed policy remains in focus ahead of Fed minutes as light Fedspeak
persists. ECB attention shifts to September; Lagarde’s succession
speculation in the spotlight. Pound outperforms ahead of Burnham taking
office; yen gains on positive Japanese data.
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