About this episode
Stocks, bonds and oil are steadier as traders look for clues on the U.S. labor market. The yen is jumping again as speculation builds over possible intervention and higher Japanese interest rates. And Broadcom's latest forecast is reinforcing expectations for years of AI-driven investment.
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Today's recommended read: US hyperscalers' euro thirst - lifeblood or vampire? by 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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