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The AI train keeps chugging. Challenging our own bearish case.
Today, we note that US stocks have closed last week's gap in the major indices. Do bears re-engage or get trampled by the bulls? We round up the blowout Palantir earnings, look at the next key AI names to report today and discuss some great links, including one that is supports the idea that bearish concerns are misplaced in an era of fiscal dominance, in a policy mix possibly unlike anything we have seen since at least the 1940's and structurally, unlike anything we have seen ever. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast can be found on the John J. Hardy substack (with a one or two hour delay from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
DISCLAIMER
This content is marketing material.
Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
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By SaxoStrats
4.9
122122 ratings
Today, we note that US stocks have closed last week's gap in the major indices. Do bears re-engage or get trampled by the bulls? We round up the blowout Palantir earnings, look at the next key AI names to report today and discuss some great links, including one that is supports the idea that bearish concerns are misplaced in an era of fiscal dominance, in a policy mix possibly unlike anything we have seen since at least the 1940's and structurally, unlike anything we have seen ever. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast can be found on the John J. Hardy substack (with a one or two hour delay from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
DISCLAIMER
This content is marketing material.
Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.
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