Episode
Nvidia holds the key to the next leg in risk assets
- Published
- May 20, 2026
- Duration seconds
- 250
- Processing state
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Summary
Send us Fan Mail No light at the end of the Middle East talks tunnel; oil prices remain dangerously high. US equity markets are shielded by Nvidia earnings expectations, ignoring elevated yields. Disappointment from Nvidia results and FOMC minutes could trigger a broader correction. Dollar/yen rally pauses, pound retains yesterday’s gains. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. Please consider our Risk...