Ben Emons, Chief Investment Officer/Founder, Fed Watch Advisors as well as Chief Market Strategist at Strategic Fortune Wealth, tells Steven Filby that the services component of US CPI data remains sticky, so markets shouldn’t be too complacent over Fed cuts. Frederick Chu, an independent ETF consultant, adds that there are a lot of fluctuations around tariffs and agrees that investors should be wary.

Carolyn Wright is joined by Chris Connolly, Director Solutions Engineering at Twilio, who explains how AI is changing customer engagement.

John Terrett, our US markets correspondent, talks on Perplexity AI’s bid for Google Chrome and why now is an interesting time for Google as a company overall. He goes onto the limited effect tariffs have had so far on inflation, what we might see from the Fed in September and the possible end for Kodak.