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In tune with the markets · July 17 · 16 min

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Inflation remains the headline act in global markets, but the heat doesn't stop there. Earnings season is setting the stage for fresh surprises, Korean equities are testing the durability of the emerging‑markets rally as leveraged ETF dynamics unwind, and AI‑driven capex is rippling through credit markets. Meanwhile, the VIX may look calm, yet single‑stock volatility is hitting unprecedented highs. Plenty is cooking beneath the surface. Length without disclaimer: 16 minutes This podcast features material by fair use guidelines. All rights reserved to the copyright owners

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Inflation remains the headline act in global markets, but the heat doesn't stop there. Earnings season is setting the stage for fresh surprises, Korean equities are testing the durability of the emerging‑markets rally as leveraged ETF dynamics unwind, and AI‑driven capex is rippling through credit markets. Meanwhile, the VIX may look calm, yet single‑stock volatility is hitting unprecedented highs. Plenty is cooking beneath the surface.

Length without disclaimer: 16 minutes

This podcast features material by fair use guidelines. All rights reserved to the copyright owners

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