Nvidia delivers a lackluster sales forecast after 2 years of booming AI spending, sending shares lower in after hours trading, weighing on markets. Bloomberg learns Mexico plans to raise tariffs on China as part of its 2026 budget proposal next month, after months of pressure from President Trump. And oil is falling this morning despite Peter Navarro stepping up the pressure on India to stop buying Russian crude, with traders focusing on the risk of a supply glut. Our guests on the show include: Sumant Wahi, Man Group, Portfolio Manager; Marcus Garvey, Macquarie, Head of Commodities Strategy; and Aathira Prasad, Nasser Saidi & Associates, Macroeconomics Director.

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