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Japan, AI Debt & K-Shaped Economy: Gauging Global Growth Against Volatility

Japan, AI Debt & K-Shaped Economy: Gauging Global Growth Against Volatility

Schwab Network · Schwab Network

January 20, 20268m 52s

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Show Notes

Zed Francis returns to Market on Close to talk all about volatility on a day where markets experienced a lot of it. He turns to the American consumer and highlights how inflation and asset depreciation weigh against the spending case. Speaking of spending, Zed explains how growing AI debt carries risk ahead. On the global stage, he points to Japan's banking sector as one exhibiting plenty of opportunity.


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