{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Art of Investing","title":"Is The Fed Credibility Cracking? And What Earnings Season Tells Us","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/cea61481\"></iframe>","width":"100%","height":180,"duration":3834,"description":"📊 The Art of Investing Survey – Fill in the form here, we’d love your feedback: https://forms.office.com/e/tCyxzN48Ks\n📈 Download the full Portfolio Performance Slides\nView the portfolio breakdown: here\n📧 Get in touch: theartofinvesting@ig.com\n📱 Behind the scenes: @_theartofinvesting on TikTok\n🎧 Listen on: Apple, Spotify, YouTube \n\nThis week on The Art of Investing, the team assess the latest Federal Reserve decision and the key takeaways from earnings season, examining what both could mean for the market outlook.\nThe team unpack a volatile market backdrop as the AI trade begins to unwind, bond markets take centre stage, and central bank credibility comes into question.\nA sharp sell-off in semiconductor and AI-linked stocks has driven significant moves across global markets, particularly in Japan and emerging markets, while rising bond yields are beginning to challenge equity valuations.\nThe episode explores whether investors truly understand their exposure, particularly within popular themes like AI and emerging markets, and how concentration risk can quietly build within diversified portfolios.\nAlongside this, the team break down another week of portfolio performance and a major shift in positioning, as they debate whether this market correction presents a buying opportunity or a warning sign of deeper structural change.\nThis Week’s Highlights:\n📉 Portfolio Pulls Back\nA difficult week sees the portfolio fall -1.7%, driven largely by weakness in AI-linked markets.\n🤖 AI Trade Unwinds\nSemiconductors and AI stocks come under pressure, with sharp declines across global tech markets.\n🇯🇵 Japan & Emerging Markets Hit\nNikkei and EM equities lead losses as tech exposure and global positioning unwind.\n📈 UK Markets Show Strength\nFTSE 100 reaches new highs, highlighting ongoing rotation into value-led markets.\n🏦 Central Banks in Focus\nThe Federal Reserve, Bank of England, and Bank of Japan all take centre stage in a pivotal week for policy.\n📊 Bond Yields Rise Sharply\nMarkets...","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}