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Investors are grappling with a flood of data this week. Yesterday’s releases from the US revealed a two-year high in the trade deficit, a slowdown in the labour market and a cautious outlook from the Fed’s Beige Book. However, there was some respite as US factory orders rebounded after two lacklustre months. As equities continue to struggle for traction in September, a key segment of the US Treasury yield curve brieflyinverted yesterday. In this episode, we’re joined by Norbert Rücker, Head of Economics & Next Generation Research, who provides an update on the oil market. In addition, Ronny Kaufmann from our CIO Strategy & Investment Analysis team provides insights into our investment strategy and discusses the recent investment boom in the technology sector.

00:00 Introduction by Helen Freer (Investment Writing)

00:34 Markets wrap-up by Lucija Caculovic (Investment Writing)

07:30 Oil update by Norbert Rücker (Head of Economics & Next Generation Research)

11:15 Update from the CIO Office by Ronny Kaufmann (CIO Strategy & Investment Analysis)

14:40 Closing remarks by Helen Freer (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.

41:T483,Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. With the episode’s focus surrounding data centers, Johnson shares his perspective on how AI infrastructure is driving markets and the economy, and explains how opportunities extend beyond key players like Nvidia. The trio also look at Apple's (AAPL) M&A strategy as well as market lessons from the dot-com era. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. Find this episode's transcripts and more episodes of Stocks in Translation at https://finance.yahoo.com/videos/series/stocks-in-translation/ Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.comYahoo Finance's Stocks in Translation is hosted by Jared Blikre and Allie Canal, and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices42:T496,What if AI could anticipate your needs without you even having to ask? This episode explores the emerging world of ambient AI and how it will revolutionize business operations. First, Courtney Baker, David DeWolf, and Mohan Rao discuss the shift from AI as a tool you go to, to AI that seamlessly blends into your day-to-day activities—delivering insights and taking actions in real time, all without prompting. Later, Pete Buer talks with AI and innovation keynote speaker Dan Chuparkoff about why AI is like a piñata, bursting with potential once you break through the surface. Dan shares his insights on how AI will fundamentally change teamwork, decision-making, and even personal productivity, revealing new layers of efficiency. Also, in a brand new segment, Pete and Courtney dive into Canva's bold move to raise prices by 300% with the introduction of new AI features. Will this strategy help or hinder its market dominance? Tune in to find out how AI is reshaping the tools we rely on and what it means for your business. Watch this episode on YouTube: https://youtu.be/OcLjuyu3Mdk Make sure to get the exciting news from Knownwell at www.knownwell.com. 43:T4ab,

Following a strong start to the week, markets took a step back yesterday as investors continued to digest the implications of the US election outcome. With key events on the horizon – including a slew of earnings reports and the release of US inflation data later today – traders are cautious about the potential for further interest rate cuts by the Federal Reserve. Joining us to provide expe

One deal closer in the AI capex endgame