The peace trade trap

Oil prices have dropped as traders bet on an end to the Iran war. But Jim Rickards believes the fighting is far from over. With energy reserves dwindling and further attacks threatening vital infrastructure, he warns that another wave of inflation could drive interest rates higher and push the global economy towards recession.

A Chinese spy honeypot for the most powerful man in AI?

Allegations surrounding Nvidia CEO Jensen Huang and a Democratic sweep in the US midterms have added fresh uncertainty to the AI trade. But Sam Volkering believes the market may be overlooking a major opportunity, as potential changes to energy infrastructure rules could accelerate the AI buildout rather than bring it to a halt.

Is Asia going to save AI from America?

A historic spike in market volatility has sent shockwaves through the AI sector. Sam Volkering examines what the VIX is telling investors, whether America's AI boom is running out of steam, and why Asia or Eastern Europe could become the next major hub for AI investment and growth.