The explosion of bond yields in the US and Europe is pushing markets to the brink, while rising oil prices and massive spending on artificial intelligence are forcing capital to be ruthlessly selective.

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The program's guests are Rafał Bogusławski, market strategist at Analizy Online, and Bartosz Sawicki, expert at Exante.

The program is hosted by Marek Rogalski, chief currency analyst at DM BOŚ.

Global debt markets are sending increasingly loud warning signals, and Treasury yields in the US and Europe are testing multi-year highs. Investors are anxiously watching rising oil prices and the specter of an escalating conflict in the Middle East, which could fuel another wave of inflation. At the same time, massive investments in artificial intelligence infrastructure are brutally draining capital, putting smaller entities under pressure in particular. While Europe grapples with growing political paralysis and the fiscal crisis in France, Wall Street continues to defend itself with the strength of the tech giants' profits. Against this backdrop, the Polish stock market is remarkably calm, although a global recession would not leave Warsaw indifferent.

00:00 Do high bond yields threaten markets?
01:36 What's driving the rise in US bond yields?
06:15 The impact of bond yields on the US stock market.
09:12 Analysis of the financial results of US listed companies.
14:17 Will massive spending on AI trigger inflation?
18:33 The impact of oil prices on the Fed's decisions.
24:47 Anthropic's IPO and the competition for capital.
27:54 Why the European economy is losing to the United States.
32:40 The impact of China's economic expansion on the European market.
36:18 The French debt crisis and potential ECB intervention.
41:20 How the debt crisis will affect the Eurodollar exchange rate.
44:40 The reaction of gold and cryptocurrencies to the rise in yields.
47:29 Why the Polish zloty remains stable.
51:22 The outlook for the Polish stock market and the banking sector.
55:05 The impact of Donald Trump's policies on financial markets.

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