Middle East tensions remain elevated despite a pause in US air strikes on Iran, which seems to have held overnight. European markets were flat overall yesterday, with the German DAX outperforming the other major indices. US markets were mixed as falling oil prices supported sentiment, but concerns over geopolitics and tech valuations weighed on semiconductor stocks. Asian technology shares are sliding today; South Korea's Kospi is the worst-performing index in the region, down nearly 11%. Investors are now focused on the Fed meeting that concludes tomorrow and major earnings releases from Microsoft, Meta, Amazon, and Apple later this week. Dr. Damien Ng, Next Generation research analyst, also joins the show today to talk about what the growing focus on gut health means from an investment perspective.
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