NVDA + AI CapEx trade vs bond market remains durable theme...

...the local AI tension is about balancing robust fundamentals versus challenging technicals

...0-DTE traders putting lipstick on pigs as bond bulls bail...

“Stagflation risk has gone up significantly. When we’re talking about increased inflation and falling growth, in that environment, most asset classes will struggle, including…

NVDA + AI CapEx trade vs bond market remains durable theme...