AI theme reheating as Trump coalition fragility a rising talking point
Today a quick update on another strong day for risk sentiment as the AI focus is reheating with a significant rise in AI commitments from Meta and even Intel showing signs of life. Also, a quick rundown on the important of today's US CPI release for May and some thoughts on what is at stake here if Trump's coalition is increasingly fragile and the implications if so. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
John's final article in four-part series on Rules for the Trump 2.0 Market Era.
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Senaste avsnitt
En liten tjänst av I'm With Friends. Finns även på engelska.