The US Thanksgiving holiday has given stock markets globally a brief pause following the strong performance earlier in the week. With Asian markets trading mixed this morning, attention shifts to key eurozone inflation data, while US markets resume trading for a shortened session. In today’s programme, we welcome Nicolas Jordan from the CIO Office, who discusses the concerns around potential cracks in the artificial intelligence capital expenditure cycle.(00:00) - Introduction: Helen Freer, Product & Investment Content

(00:28) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content

(06:23) - Update from the CIO Office: Nicolas Jordan, CIO Strategy & Investment Analysis

(11:29) - Closing remarks: Helen Freer, Product & Investment Content
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