Stu Kedwell reviews an eventful few weeks in markets, including the Fed’s first 50bps rate cut as well as China’s newly unveiled stimulus measures and their potential to revive the long-stagnant economy.  Stu also discusses prospective AI capex plans, as technology companies continue to grow.  (Recorded: September 26, 2024)

To view the transcript and disclosure for this podcast, please visit https://www.rbcgam.com/en/ca/insights/podcasts/market-news-feds-first-fifty-chinas-stimulus-excitement-ai-capex-expectations/detail/?disclaimer=true.

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