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Moving Markets · Yesterday · 11 min

Yields up, AI accelerates, cities adapt

Rising oil prices and higher bond yields are keeping inflation concerns front and centre, pushing US Treasury yields to their highest level since 2007. The AI investment boom remains in focus, highlighted by NVIDIA's record buyback announcement and Anthropic's S-1 filing, a precursor to an eventual IPO. Policymakers continue to balance inflation and growth concerns, with Australia tightening policy further and China signalling fresh support for its slowing economy. Carsten Menke, Head of Next Generation, talks about the need of large cities to adapt to climate change, creating a very appealing structural growth outlook for the infrastructure and buildings value chains. (00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:00) - Adapting to a warmer world: Carsten Menke, Head of Next Generation Research (10:48) - Closing remarks: Bernadette Anderko, Product & Investment Content £Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

0:00 · Introduction: Bernadette Anderko, Product & Investment Content-11:35
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Rising oil prices and higher bond yields are keeping inflation concerns front and centre, pushing US Treasury yields to their highest level since 2007. The AI investment boom remains in focus, highlighted by NVIDIA's record buyback announcement and Anthropic's S-1 filing, a precursor to an eventual IPO. Policymakers continue to balance inflation and growth concerns, with Australia tightening policy further and China signalling fresh support for its slowing economy. Carsten Menke, Head of Next Generation, talks about the need of large cities to adapt to climate change, creating a very appealing structural growth outlook for the infrastructure and buildings value chains.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:31) - Markets wrap-up: Mike Rauber, Product & Investment Content
  • (06:00) - Adapting to a warmer world: Carsten Menke, Head of Next Generation Research
  • (10:48) - Closing remarks: Bernadette Anderko, Product & Investment Content

£Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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