Morwenna Conium

speaker

83 appearances 1 recordings 1 series first heard Jul 2026 last heard 10 Jul

Morwenna Conium’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Merryn Talks Money · Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know · 10 Jul 2026 podcast

We've had a few weeks of things seeming steadier, but that followed months of quite extreme volatility with quite big swings on every comment.

And actually, those moves got smaller.

And whilst we have seen a sizable reaction today,

It's nothing compared to at the beginning of the war.

So I think markets, they've permanently priced in a certain degree of volatility now.

But very interesting to see, I think, where we go from here now that uncertainty question is raised.

back in there and in other areas of markets, of course.

So we are seeing bigger fundamental shifts, which are also impacting some of the moves, say, in equities that we're seeing beyond the sort of on again, off again Iran war situation.

Yeah, I think there's definitely been a bit of a reassessment and people looking along with supply chain.

So where we'd seen a lot of the focus, those high growth sort of chip making stocks, the data centers, that has increased.

been on such a long rally, I think the question was always, how far can this go?

And maybe we're starting to get a bit of the answer.

We still have days of rallies, but we are increasingly seeing the sort of reversal.

We're seeing a pivot in trading patterns.

And people are looking for value elsewhere.

So it's still in the tech space.

But who stands to benefit from other parts of the AI trade?

Some of the more traditional tech companies, even, you know, seeing Alibaba soaring in China rather than Samsung.

And we are seeing a shift, I think.

And

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