Video Description
In this week's video, I break down the weekly movers in a busy week as small-caps hit new all-time highs alongside transports, midcaps, and microcaps. Markets are pricing in a higher probability of reflation with PMI-sensitive factors surging, copper breaking to five-year highs, and the CRB raw industrials index reaching new yearly highs. The Fed cuts rates and the Press conference was the most dovish in years while three FOMC members dissented and they announced bill purchases. Oracle's 11% weekly plunge highlighted balance-sheet risks facing hyperscalers as AI capex spending accelerates without immediate revenue visibility.
The critical insight from Gavin Baker's interview with Patrick O'Shaughnessy: we're entering a 3-4 quarter "ROIC air gap" where billions in training capex generate...
đ Why This Matters
This video from Jordi Visser provides insights into the latest cryptocurrency developments. Stay informed about crypto market movements, technical analysis, and breaking news from trusted sources in the crypto community.
đĄ What You Should Know
About This Source: Youtube Jordi Visser is tracked by Crypto-Headlines to provide you with timely updates from trusted voices in the cryptocurrency community.
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