What’s driving markets right now? In this episode of the Market Maker Podcast, we break down the Fed’s policy split, oil prices surging above $120, and the growing risk of stagflation. We also analyse Big Tech earnings, why Google outperformed Meta, and the escalating AI battle between OpenAI, Anthropic, and major tech giants. If you want clear insights on markets, inflation, and where things are heading next, this episode has you covered.

(00:00) Intro & Market Overview

(01:52) Fed Decision & Rate Outlook

(11:29) Oil Surge & Geopolitics

(19:19) OPEC, UAE & Supply Dynamics

(25:14) Big Tech Earnings Breakdown

(33:39) AI Race & OpenAI Concerns

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