{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Art of Investing","title":"SpaceX on Launchpad While Bonds Dampen Risk Sentiment","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/bfe465be\"></iframe>","width":"100%","height":180,"duration":3342,"description":"This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham break down a more volatile week in global markets, as rising bond yields, geopolitical tensions and shifting expectations begin to test the strength of the recent rally.\nWith over 100 years of combined experience across wealth and hedge fund management, the team explore whether markets are entering a more uncertain phase, what higher-for-longer rates mean for investors, and why cash is starting to look increasingly attractive in the short term.\nThis Week’s Highlights:📉 Markets Pause After Strong Run\n After seven consecutive weeks of gains, US equities pulled back as rising bond yields and inflation concerns weighed on sentiment.\n📊 Bond Yields Surge Globally\n US 30-year yields hit their highest level since 2007, with similar moves seen across Japan and Europe, putting pressure on risk assets.\n🛢️ Oil Prices Climb Again\n Brent crude surged to new highs amid geopolitical tensions, reinforcing inflation concerns and adding further uncertainty to markets.\n🤖 AI & Earnings Still in Focus\n Strong earnings continue across tech and AI-driven companies, with Nvidia results expected to be a key catalyst for markets this week.\n🌍 Global Growth Divergence\n Japan delivered stronger-than-expected GDP growth, while China data disappointed, highlighting diverging global economic momentum.\n⚡ The Hidden AI Infrastructure Boom\n Massive investment into data centres and energy infrastructure continues, with utilities and industrial players positioning for long-term demand.\nPortfolio Snapshot – Week 46:Weekly portfolio performance: –1.6%\nTotal return since inception: +20.3%\n2026 year-to-date return: +7.8%\nTop Performers🥇 iShares MSCI India ETF: +0.6% WoW\n🥈 Invesco Stoxx Euro 600 UCITS ETF GBP: +0.2% WoW\n🥉 iShares Core FTSE 100 ETF: +0.1% WoW\nUnderperformers📉 BlackRock World Mining Trust: –8.2% WoW\n📉 Wisdom Tree Copper ETF: –4.5% WoW\n📉 iShares Nikkei 225 ETF: –2.6% WoW\nBig Questions This Week:•...","thumbnail_url":"https://img.transistorcdn.com/thywArVFDknjVUW9JEkpwtTGr3zY240Mo7hbQ7_Y3qM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82NzU5/ZjBhMzdkMWU1MTMy/OWMxNTk1OGU4ZjU2/YWYwZC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}