Asks about AI rotation theme in stocks and Fed minutes, and confidence in UK inflation glide path.
Oliver Crook
Mark Cranfield
AI conversation for central banks will extend for months. For US markets, it's the hottest topic, but major tech stocks are struggling.
Mark Cranfield
It's going to be a very nervous period for investors exposed to tech sector.
Mark Cranfield
UK CPI report today is a very big number; market pricing hinges on it.