#MarketStorm #GeoRisk #AIBoom #GlobalVolatility #SafeHavenRush #PoliticsInMarkets

Transcript

00:00Today's heartbeat is in the markets, but make no mistake.

00:03Behind the tickers, there's a storm of politics, war, and risk all colliding.

00:07Political tremors in France and Japan are shaking investor confidence.

00:10France's Prime Minister, Sébastien Le Corneau, resigned just hours before his first cabinet

00:14meeting, exacerbating uncertainty in Europe.

00:16In Japan, the election of Sanaita Kaichi as ruling party leader, a fiscal dove expected

00:20to champion looser monetary policy, boosted the Nikkei to new highs.

00:24Meanwhile, the side is quite the side of the USI side on the stove side carried, a partial

00:31government shutdown looms, throwing fiscal policy and federal operations into chaos just

00:35when global markets least needed.

00:37Despite the turbulence, tech and chip sectors are trying to carry the weight.

00:41AMD landed a major deal with OpenAI, seen as a game-changer for AI and hardware supply chains.

00:47As risk intensifies, investors are fleeing towards safe havens, gold hit record highs.

00:52The US dollar holds strength, and markets are oscillating on a knife's edge.

00:57Volatility is the new normal.

00:58When politics sway markets so directly, technicals matter less than mood and headlines.

01:04Safe assets shine.

01:05Gold, US treasuries, and fly-to-quality currencies will likely outperform risky carries for now.

01:11Tech is tethered.

01:12That AMD OpenAI deal is bold.

01:14It could underpin a mini-boom in AI infrastructure investment despite macro stress.

01:18Decoupling risks.

01:19Some markets will move with fundamentals, others with sentiment.

01:22Expect whiplash, especially in emerging and commodity economies.

01:25So strap in the next 48 hours could set the tone for the rest of the quarter.