Episode Details

Oil prices and global bond yields continued their ascent on Monday and the US 10-year treasury yield has hit the 5.02% this morning - a level not seen since 2007. Markets are now pricing in a 92% probability of a rate hike at tomorrow's FOMC meeting. And with expectations amongst traders growing that this will just be the first hike in a cycle, Kevin Warsh's statement after the meeting will be even more closely scrutinised than normal. With AI headlines a key driver of global equity market in the last 24 hours, tune in to today's podcast to hear Next Generation research analyst Enrico Chinello's view on the unfolding situation and what it means for investors.

• (00:00) - Introduction: Roman Canziani, Head of Product & Investment Content
• (00:41) - Markets wrap-up: Bernadette Anderko, Product & Investment Content
• (06:16) - AI - pacing the frontier?: Enrico Chinello, Next Generation
• (13:08) - Closing remarks: Roman Canziani, Head of Product & Investment Content

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