On Iran, Central Banks, South Korea, & AI

The Middle East war is throwing central banks around the world for a loop as they try to chart monetary policy paths for their economies amid new stagflation and supply-chain risks. William examines what the war might mean for the Fed, the ECB, the BOJ, and the PBOC. … Also: The war sent Korea’s Kopsi index on its biggest plunge ever, as the Korean economy is extremely reliant on oil imports and vulnerable to surging oil prices. There’s risk that the geopolitical chaos will squelch investors’ AI enthusiasm. Might Korea be a canary in the AI coalmine?