Ep. 353: (08.12.26) AI Stock Volatility, Sovereign Yield Curves, and 2H26 Outlook

Chris Wallis, CEO and CIO at Vaughan Nelson, breaks down this summer%E2%80%99s AI stock volatility and financing, the US assistance in stabilizing the Yen and the rise of the long end of sovereign yield curves, an inflation update, and second half 2026 thoughts.