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The First Real Crack In The AI Melt-Up
One of the most aggressive AI melt-ups globally just hit its first real air pocket. Spot-up, vol-up works great…until everybody suddenly realizes they are naked to the downside.
Raccontata da
zerohedge.com
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The Momentum Trade Is One Ceasefire Away From Total Carnage
But the real danger isn’t Nvidia crashing. It’s the zombie laggards suddenly waking up and ripping the short leg straight through hedge fund books.
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The First Real Crack In The AI Melt-Up
One of the most aggressive AI melt-ups globally just hit its first real air pocket. Spot-up, vol-up works great…until everybody suddenly realizes they are naked to the downside.
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Futures Tumble As Reality Returns And Yields, Oil And Dollar Soar
"With a background of bond markets looking unsettled, with the problem of inflation, with the Strait of Hormuz not having a solution out of that Summit, I think there definitely…
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A 'Toxic Mix' Is Brewing For UK Markets
...markets will naturally begin thinking about whether a future leadership transition could imply a different mix of fiscal priorities, spending plans and taxation...
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Markets Boil Down To One Core Battle; Goldman Partner Warns 'All Roads Lead Back To Rates'
When bonds sell off, equities rarely digest it well. If we start getting sustained bond market volatility again, then all else equal you see risk off behavior...