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Betting on Nvidia
Description
Hopes that the Strait of Hormuz could reopen are pushing oil prices lower and calming bond markets. Investors are bracing for fresh U.S. inflation data that could shape the Fed's next move. Plus, Nvidia's earnings will test whether Wall Street still believes AI investment can keep accelerating.
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Today's recommended read: Europe's autumn reckoning - bonds, budgets, billionaires by Mike Dolan
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Produced by Eliza Davis Beard and Abisoye Osundairo.
Sound engineering and music by Sebastian and Josh Sommer.
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