- Why Japan and Taiwan have fallen so sharply.
- Whether the AI and semiconductor boom is finally cooling.
- Why South Korea is already in a bear market.
- How the Middle East conflict could impact oil prices, inflation and interest rates.
- Whether the US market is showing resilience—or simply lagging behind Asia.
- Most importantly, what investors should be watching over the coming days and weeks.
The Stock Market Is Slowly Breaking Down
Asian markets have suffered a brutal sell-off, with Japan's Nikkei and Taiwan's TAIEX recording some of their biggest declines in recent years. South Korea has already fallen about 25% from its recent peak, officially entering bear market territory.
Meanwhile, Wall Street is beginning to weaken. The Nasdaq has fallen around 1.5%, the S&P 500 is also sliding, and investors are becoming increasingly nervous as technology and AI-related stocks continue to lose momentum.
At the same time, the Middle East conflict continues to escalate. Oil prices are rising as markets worry about supply disruptions, shipping routes and the possibility of a broader regional conflict. Higher oil prices could mean higher inflation, delayed interest rate cuts and additional pressure on global stock markets.
In this livestream, I'll explain:
