Sticky Inflation & Bankrupt Sovereigns...

Equity Indices & AI

The Techno-AI trade is still going strong. The late-summer’s sell-off wasn’t strong enough to break the uptrend. But there are signs of weakness.

• We will also look into the Yen carry trade
• The Offshore Driller trade
• The Dollar Index and the 10-Year
• Crypto
• The Nasdaq 100
• And of course CHINA!