Video Description
For More Information Visit ai.22vresaerch.com or visser-labs.com
Contact Mark Whaling @ [email protected]
In this week's video, I open with how the market is telling you exactly which world it lives in. Core inflation and PPI came in hot, Fed hike odds jumped toward 90%, crude broke higher, the war worsened, and over those two days the S&P was up. Those inputs mattered when housing and autos drove the economy. AI capex drives it now, and as I showed last week, linear sentiment based on the past may care, but the capex build does not. Revisions continue to rise, PMIs are firm, and HYG relative to IEF continues to rise even as bonds sell off. Credit is saying it does not care, and neither should you.
The real news of the week is that AGI has arrived. I am going to say that again....
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