In episode 35, Michelle discusses the latest central bank rate decisions and their economic projections, providing insights into how these decisions might shape financial markets. She then examines the market's reaction to the Reserve Bank of India's rate cut and delves into India's monetary policy outlook. The episode also covers Amazon's record operating income and its recent earnings report, highlighting key factors contributing to the company's financial performance. Michelle looks into AMD's recent downgrade and its strategic plans for the AI industry. The episode concludes with closing remarks.
(0:00) Central Bank Rate Decisions and Economic Projections
(1:21) Market Reaction to RBI Rate Cut and India's Monetary Policy Outlook
(2:09) Amazon's Record Operating Income and Earnings Report
(3:48) AMD's Downgrade and Future AI Industry Strategy
(5:16) Closing Remarks