About this episode
Iran says it is shifting to a "fully offensive" military posture sending Brent crude back above $90 a barrel. Thirty-year bond yields are hitting multi-year highs as markets question the outlook for inflation. Tech giants are pouring money into AI infrastructure even as questions about returns remain unanswered.
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Today's recommended read: Even as market clouds clear, AI investment anxiety still gnaws, Mike Dolan
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Produced by Eliza Davis Beard and Abisoye Osundairo.
Sound engineering and music by Sebastian and Josh Sommer.
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