PremiumOvernight saw a rough session in Asia with Korea giving back much of yesterday’s move (-4.5% but bouncing off of the lows) as the global semiconductor/hardware trade remains in flux, with leverage compounding the move. China CPI /PPI was broadly in line (PPI running at hottest levels since 22), while a weak Japanese JGB auction saw rates back up marginally.Oil
Goldman Partner Warns The Circularity Of The AI Ecosystem "Is Becoming Harder To Ignore"
It increasingly feels as though AI is splitting into two worlds...















