28/09/2026
Could calmer US-China relations support global markets and what could AI disruption mean for investors? 🎧 Listen to the full episode – https://bit.ly/4hpVAiB
In this week's Monday Espresso Podcast, Rory is joined by Nick Warmisham, Investment Analyst, to discuss:
- The extension of the US-China trade truce and what it means for global trade and Asian markets.
- Meta's new AI assistant, Muse, and why companies such as Amazon, Alphabet and Shopify are responding differently.
- Rising UK government borrowing, record debt interest costs and the implications ahead of next month's budget.