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Pressure Points: Market Reaction to Fed Meeting Dec-24
Powell's comments spooked tech investors. While the AI trade may be dampened in the near-term, I expect December earnings to be the catalyst that returns confidence to AI investors.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
Powell's comments spooked tech investors. While the AI trade may be dampened in the near-term, I expect December earnings to be the catalyst that returns confidence to AI investors.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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