Market videos

Kevin Gordon sees improving hiring breadth without a labour market that is a major inflation source; he still expects inflation to drive Fed policy. Alexandra Semenova argues AI investors are demanding proof that heavy spending produces durable earnings. She cites year-to-date gains of about 13% for the S&P equal-weight ETF versus about 7% for the S&P ETF as a reason to look beyond concentrated tech exposure. Gordon’s next checkpoint is diesel-cost pass-through into services, rather than assuming AI productivity has already solved inflation.