# AI rally meets weak consumers, and healthcare innovation

Page: https://stenobird.com/podcast/moving-markets-5478198/ai-rally-meets-weak-consumers-and-healthcare-innovation
Text version: https://stenobird.com/podcast/moving-markets-5478198/ai-rally-meets-weak-consumers-and-healthcare-innovation.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-05-26T06:51:37+00:00
Episode link: https://share.transistor.fm/s/68c79391
Audio file: https://media.transistor.fm/68c79391/2ec1e7b3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/ai-rally-meets-weak-consumers-and-healthcare-innovation
Duration seconds: 796

## Resource

Despite US consumer confidence falling to a record low, the S&P 500 extended gains last week, driven by semiconductors, as AI enthusiasm remains strong and crowded. Global equities also advanced, led by Europe and Japan. Kevin Warsh was sworn in as Fed Chair, while Governor Waller emphasised inflation risks. Middle East tensions remain volatile, with shifting ceasefire prospects, US military action, and moves in oil, gold, and bonds. This week, focus turns to US PCE inflation, growth data, and key geopolitical meetings in Asia. Damian Ng, Next Generation Research, talks about why the recent outbreak of the Ebola virus demonstrates the need to invest in health system innovation, as well as covering key investment trends in healthcare. (00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:38) - Markets wrap-up: Mike Rauber, Product & Investment Content (05:48) - Why Ebola demonstrates the need to invest in health system innovation: Damien Ng, Next Generation Research (12:05) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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## Transcript

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