Wall Street has suffered a sharp selloff following the US midterm elections, with technology stocks leading losses as investors reassess the AI investment boom. Meanwhile, oil prices and Treasury yields have fallen sharply, raising questions about inflation, economic growth and the Federal Reserve's next move. Laurent Lequeu, Independent Market Analyst and writer of The Macro Butler newsletter, examines whether markets are signalling a deeper economic slowdown or a temporary correction. We also discuss the risk of stagflation, pressure on Asian semiconductor stocks and whether a weaker US dollar could benefit emerging markets.
Podden och tillhörande omslagsbild på den här sidan tillhör
BFM Media. Innehållet i podden är skapat av BFM Media och inte av,
eller tillsammans med, Poddtoppen.
