Investors are balancing a resilient US economy against rising geopolitical and policy risks, with higher oil prices, shifting Federal Reserve expectations, and renewed tariff uncertainty all shaping market sentiment. Semiconductor stocks have rebounded after a sharp sell-off, but questions remain over whether the recovery can be sustained. As markets head into a pivotal period, what should investors be watching across equities, commodities, and monetary policy?

Image Credit: Shutterstock

See omnystudio.com/listener for privacy information.