With the US market continuing to draw investor attention, Bipan surveys the current state of play, covering what thelatest US data means for Fed policy and positioning, why AI's productivity gains may benefit a narrow set of market participants rather than the broader economy, and where he sees hedging opportunities in the US dollar moving forward. This podcast was recorded live on February 18, 2026.

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E30 – The State of the US Market: Fed Policy, AI, and the Dollar

The Open Outcry

E30 – The State of the US Market: Fed Policy, AI, and the Dollar