Equity markets appear to be treading water on Wednesday as we await the latest batch of FOMC minutes later in the day. Asia played a bit of catchup overnight after Europe and the US posted decent gains on Tuesday that built throughout the session. But futures on both sides of the pond are barely changed […]
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The AI trade has been easy to understand so far. Investors piled into chipmakers and model developers, betting that demand for compute and large language models would define the next cycle of growth. That bet Read more…
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As Brent crude swings between roughly $114 and $126 a barrel, a divided Federal Reserve holds rates steady, and tensions in the Middle East escalate, expectations are shifting across global markets. Many strategists are reassessing Read more…