First Look With Surveillance: UK Inflation Falls, ASML

The video discusses the impact of the UK's cooler-than-expected CPI on global markets, highlighting the bond market's reaction and the influence on US assets. It covers the European market's response, particularly in UK stocks and interest rate-sensitive sectors. The UK government's stance on inflation and the BOE's potential rate decisions are explored. In tech news, Microsoft announces pricing for its AI tools, and ASML reports strong demand despite market caution. The banking sector is analyzed, with Morgan Stanley's CEO expressing optimism about the industry's recovery.

What does Anna Undrata say about the core inflation in relation to the BOE's goals?

What are the implications of the inflation data for the Bank of England's next meeting?

How does the market react to the news about Microsoft's new corporate AI tools?

What is the significance of James Gorman's comments regarding the banking industry's downturn?