The IMF is warning about a potential stock market correction following an AI-driven surge this year, but we think it shouldn't cause panic. In this episode, we also look at the opposite tales of premiership in Japan and France in the face of fiscal issues, and a plan to extend aid to US farmers losing out from tariff-related backlash.

Time stamps:

00:00 - Start

00:55 - Quick updates

02:41 - The latest on global markets

03:26 - Japan's first female prime minister

07:01 - France changes prime minister yet again

09:08 - The parallels between France and Germany: Lack of reforms

12:27 - US tariffs and the backlash on domestic farmers

16:54 - IMF warns of potential stock market correction correlated to AI bubble

24:15 - Our global outlook