Fed Shock, AI Boom & Iran Deal: David Roche Decodes The Next Market Move | Business News | ET Now AI rally, Fed policy, Iran deal and oil prices — global markets are balancing multiple big themes. In this exclusive conversation, David Roche of Quantum Strategy breaks down the macro setup, explaining why markets shrugged off the Fed’s hawkish stance, the risks behind the massive AI investment boom, and what the Iran agreement could mean for crude prices, inflation and interest rates.
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