In this episode, Ben and Shanti discuss the recent end of the US government shutdown and its implications on the markets. They explore how data uncertainties have led to market jitters, with the Federal Reserve signaling possible hesitation on policy changes. The uncertainty around upcoming economic data has paused investor activity, causing a dip in tech stocks. The upcoming Nvidia earnings report is a key focus, anticipated to confirm high demand. In the UK, retail sales trends and speculative budget changes are being watched closely, with concerns over the impact of potential small taxes affecting economic behavior.

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