Fed Cuts, AI Fears & Dollar Volatility | Market Mondays скачать в хорошем качестве

Fed Cuts, AI Fears & Dollar Volatility | Market Mondays

In this week’s Market Mondays, Kyle Rutter and Danny Haythorn break down the latest inflation data, shifting Fed rate cut expectations, and growing uncertainty around AI-driven valuations in US tech stocks. With markets pricing in potential cuts from June, productivity debates heating up, and sector rotation accelerating beyond the Magnificent Seven, the conversation explores whether tech is facing compressed multiples or simply investing in its future. The episode also covers dollar volatility, USD/JPY pressure, UK inflation risks, and the diverging outlook between the US and UK economies. 00:00 Welcome & Compliance Disclaimer 02:00 Fed Rate Cut Expectations 03:10 CPI vs PCE – What Matters More? 06:00 Services Inflation & Sticky Risks 09:30 Productivity & The AI Narrative 14:30 Tech Sector Rotation & Mag 7 Pressure 19:00 Free Cash Flow Compression Explained 23:30 Dollar Index & USD/JPY Volatility 27:30 UK Inflation, Growth & Stagflation Risk 30:30 Closing Thoughts *** CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 79.58% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. The material presented in this video is not intended for UK audiences. This material is intended for informational purposes only and should not be regarded as an offer to sell or a solicitation of an offer to buy the products or securities to which it applies. No representation or warranty is given as to the accuracy or completeness of the information provided. The information provided does not constitute investment advice nor take into account the individual financial circumstances or objectives of any investor. Any information that may be provided relating to past performance is not a reliable indicator of future results or performance. To the extent permitted by law, in no event shall Capital.com (or any affiliate or employee) have any liability for any loss arising from the use of the information provided. Any person acting on the information does so entirely at their own risk. Any information which could be construed as “investment research” has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such is considered to be a marketing communication. Capital Com SV Investments Limited (“CCSV”) is registered in Cyprus with company registration number 354252. CCSV is regulated by Cyprus Securities and Exchange Commission (CySEC) under licence number 319/17. Capital Com Australia Pty Ltd is authorised and regulated by the Australian Securities and Investments Commission (ASIC) under AFSL Number 513393. Capital Com Online Investments Ltd is a limited liability company (company number 209236B) registered in the Commonwealth of The Bahamas and authorised to carry on Securities Business by the Securities Commission of The Bahamas (“SCB”) with licence number SIA-F245. Capital Com Mena Securities Trading LLC is authorised and regulated by the Securities and Commodities Authority (SCA), under licence number 20200000176.