Geopolitics, rising yields, and the next phase of the AI trade 3/5/26

Geopolitics, rising yields, and the next phase of the AI trade 3/5/26

  • Af
  • Episode
    • 1307
  • Published
    • 5. mar. 2026
  • Forlag
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Episode
1307 of 1314
Længde
44M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Markets navigate rising Treasury yields and geopolitical tensions as investors assess defense spending, energy shocks, and global trade risks. Plus, strategists point to opportunities in aerospace, defense, and diversification beyond megacap tech as earnings remain resilient. And later, economists break down how oil price spikes could affect inflation, Fed rate cuts, and a cooling labor market.

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