Time to Prove It 🤖
AI concerns surfacing as tech rotation leads another week lower
AI concerns surfacing as tech rotation leads another week lower
The Trump trade takes a breather after President Biden drops out. Welcome to the new Harris trade!
A deep red week includes Taiwan worries and a global tech outage
Trump’s foreign policy comments exposed one of the biggest risks for AI: Taiwan.
Markets extend rally as inflation progress continues
The S&P 500 continued to rally in June up +3.5% on significantly lower inflation data from May. Market optimism has extended into July with markets higher ahead of another round of inflation data.
Fireworks kick off July as the market rally continues
Markets end June crawling despite inflation progress
The AI rally is starting to stall as investors become more cautious.
Slow week as markets growing cautious again