Sarah Coles and Emma Wall unpick the forces shaping global markets, focusing on tech stocks and the impact of AI on the US economy. They discuss warnings from Andrew Bailey and the IMF about stretched valuations and what this could mean for investors.

They also cover strong US GDP revisions, the Federal Reserve’s next moves, and what is happening to gold prices. Plus, they look at the ongoing US government shutdown and its potential impact on markets.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Investments can go up and down in value, so you could get back less than you invest. Past performance is not a guide to the future. 

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