The written breakdown for this one is on its way. Press play above, or open it on YouTube.
Explainer
The Demand Is Real. Who's Making the Cash? (Weekly Wrap, 31 Oct 2026)
The market stopped paying for AI spending on faith. Alphabet had its worst day on record, Intel its worst since 1974, and the Nasdaq fell 2% on the week while Vertiv rose nearly 20%. In Britain, the Budget passed without a bond market scare, and the Bank of England is fully price
More like this
All videos →
4:22NewHot US Inflation, Pound Below $1.34 (vertical) | Market Updates FX Edition 11 Nov 2026
US prices rose faster than expected, a Fed governor put a half-point December rise on the table, and the pound slipped below $1.34. Sam and Daniel on what it means for gilts, mortgages and holiday money, plus oil's bounce and Nvidia's slide.
4:22NewHot US Inflation, Pound Below $1.34 | Market Updates FX Edition 11 Nov 2026
US consumer prices rose 0.4% in October against 0.3% expected, core prices rose 0.3% against 0.2%, and Fed Governor Christopher Waller says a half-point rise in December is on the table. The dollar jumped, the pound slipped below $1.34 to about $1.3350, and UK gilt yields followe
4:21NewHot US Inflation, Pound Below $1.34 (FX Edition, 11 Nov 2026)
US consumer prices rose 0.4% in October against 0.3% expected, and Fed Governor Christopher Waller says a half-point rise in December is on the table. The dollar jumped and the pound slipped below $1.34 to about $1.3350.
Seen enough?