Episode Details

US equity futures are slightly firmer, while Asian markets are mixed and European equities are mostly higher. Markets are finding some support from stabilizing bond yields and energy prices, helping AI and other growth stocks after recent pressure. Attention remains on the US-Iran conflict after President Trump suggested the latest round of strikes would be short-lived, easing some concerns around further escalation and oil supply. The yen is also in focus following its sharp rise and speculation over possible intervention.

Companies Mentioned: Berkshire Hathaway, Uber Technologies, Apollo Global Management