# Fed divided, AI earnings diverging, oil ever higher

Page: https://stenobird.com/podcast/moving-markets-5478198/fed-divided-ai-earnings-diverging-oil-ever-higher
Text version: https://stenobird.com/podcast/moving-markets-5478198/fed-divided-ai-earnings-diverging-oil-ever-higher.md
Podcast: [Moving Markets](https://stenobird.com/podcast/moving-markets-5478198)
Published: 2026-04-30T06:56:29+00:00
Episode link: https://share.transistor.fm/s/2c1f6322
Audio file: https://media.transistor.fm/2c1f6322/5de8260f.mp3
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JSON: https://stenobird.com/v1/public/podcasts/moving-markets-5478198/episodes/fed-divided-ai-earnings-diverging-oil-ever-higher
Duration seconds: 1095

## Resource

The US Federal Reserve remains on hold but is the most divided since 1992. Kevin Warsh advanced in a key Senate vote to become the new chairman of the Fed next month. The ascent of the oil price continues amid reports of another military escalation. Major US technology firms reaffirmed heavy AI investment in their earnings releases, but results differed sharply across the companies reporting yesterday: Alphabet, Meta, Amazon, and Microsoft. Norbert Rücker, Head of Economics and Next Generation, talks about the UAE’s decision to leave OPEC amid tectonic shifts in the oil market and our outlook for oil as storage is declining. Mathieu Racheter, Head of Equity Strategy, notes that geopolitics are not derailing the earnings season. (00:00) - Introduction: Helen Freer, Product & Investment Content (00:38) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:18) - Oil/OPEC: Norbert Rücker, Head of Economics & Next Generation Research (12:05) - Q1 earnings season update: Mathieu Racheter, Head of Equity Strategy Research (17:14) - Closing remarks: Helen Freer, 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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