tim waterer, chief market analyst, kcm trade, gave us his analysis.t batch is front and centre for financial markets. we are hoping to see maybe it will take down, two, three, 5%. if we see it heading in the right direction, then it could give the markets and momentum, as well as other assets, such as well as other assets, such as gold, and it could take some steam out of those us treasury yields, which remain elevated. but on the flip side, we know inflation data can be uncooperative and if it starts to edge higher, we have seen cases of that in the past, it could upset some of the confidence in equity markets, because it could push out that timeline for when we might see that long—awaited rate cut from the federal reserve. also we have this week us retail sales figures. also awaiting some comments from fed chairman, jerome powell. between those two and the cbi and the ppi data, there is a number of events this week that could certainly shift the needle as to those all—important interest rate expectations. so the markets are still favouring perhaps s

i spoke with tim waterer from kcm trade, and asked him about the spillover effects he's seeing in asiastry in general, i think we can look at it as a case of a rising tide lifting all boats. because, you know, i think that forecast from inindividual shows that the ai momentum doesn't seem to be slowing down any time soon, which would bode well for the companies you mentioned there — taiwan semiconductor, softbank, courtesy of its investment in arm holdings. so i think that companies will continue to invest in al. but there will be some, you know, potential effects, you know, down the track for the economies and for society in general, i think. so right now when companies invest in al, that's being, i guess, rewarded by the shareholders. when they see the benefits on their bottom line. longer term, i think there are some questions, you know in terms of ai replacing jobs and that kind of thing. so something to look out for. i know that earlier this year, the imf for example forecast that al could affect 40% of globaljobs going forward to varying degrees. so i think that's something we do

i spoke with tim waterer from kcm trade in sydney.hows that the ai momentum doesn't seem to be slowing down anytime soon. that would bode well for companies like softbank. i think the companies will continue to invest in al. there will be some potential effect on the track for the economies and society in general. right now, when companies invest in al, i guess that's being rewarded by the shareholders. longer—term, there are some questions in terms of ai replacing jobs and that kind of thing. i know earlier this year, the imf forecast that al could affect 40% of forecast that al could affect 110% of globaljobs going forward to varying degrees. i think that's something we don't know the answer to longer—term. that's a question that's only to be answered.— that's a question that's only to be answered. chinese tech companies — to be answered. chinese tech companies have _ to be answered. chinese tech companies have also - to be answered. chinese tech companies have also jumped | to be answered. chinese tech i companies have also jumped

tim waterer, chief market analyst, kcm trade, gave us his analysis.est batch of us inflation data will be front and centerforfinancial and center for financial markets this and centerforfinancial markets this week. the hope is it would take down to 3.5%, if so, if we see the head in the right direction then that could give some equity markets a momentum, other assets such as gold could take some sting out of the us treasury yields which remain elevated. in the flip side, we note inflation can be uncooperative and if it edges higher, we've seen cases of that in the past, that could upset some confidence in equity markets, because it could push out the timeline and we might see that long—awaited rates cut from the federal reserve, and we have us retailers sales figures this week and also awaiting some comments from the fed chairman german power. so the data in the us, there are number of events this week that could shift the needle as to those all—important interest those all—importa nt interest rate those all—important interest rate expectations, so ma