A surprisingly strong US jobs report sent yields higher – most notably at the short end of the curve – and weighed on equity index performance. Market expectations have now shifted, with traders anticipating that the Federal Reserve will hold off on further rate cuts until July. Meanwhile, European equities climbed to fresh highs on the back of robust earnings. In today’s episode, Manuel Villegas from Next Generation Research joins us to share his detailed perspective on how investors should navigate the current landscape in cloud computing and artificial intelligence.
- (00:00) - Introduction: Helen Freer, Product & Investment Content
- (00:31) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
- (06:01) - Cloud Computing & AI: Manuel Villegas, Next Generation Research
- (13:03) - Closing remarks: Helen Freer, Product & Investment Content
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