US equity markets touched new record highs following a shock contraction in non-farm payroll figures, as investors priced in a more dovish Federal Reserve interest rate trajectory ahead of key CPI inflation data. Kingsley Jones, Chief Investment Officer at Jevons Global, joins BFM’s World Market Watch to navigate these global market signals and what to watch ahead.
He breaks down why Wall Street’s relief rally could prove short-lived if CPI inflation surprises to the upside, evaluates whether Big Tech is overspending on AI infrastructure versus emerging algorithmic and embodied AI innovations in China, and analyses the Reserve Bank of Australia’s rate outlook alongside a strengthening Australian dollar
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