AI slowdown concerns are becoming an important issue for investors as industry leaders debate the pace of artificial intelligence development. An AI slowdown, rising oil prices and higher bond yields are three factors Allan Small believes investors should be watching before making investment decisions.
In this episode, Allan looks at concerns surrounding AI development and the recent pressure on technology, semiconductor, memory and storage stocks. He examines the relationship between rising oil prices, inflation and interest rates, including the market implications of oil trading above $100 a barrel. Allan also discusses the U.S. 10-year Treasury yield reaching 5% and what higher rates could mean for bonds, real estate and the stock market. Finally, he looks at historical periods of rising Treasury yields to explain why higher rates have not always resulted in falling equity markets.
Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy.
Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com
Allan SmallHost
