Outrageous Predictions
A Fortune 500 company names an AI model as CEO
Charu Chanana
Chief Investment Strategist
Summary: Today, a look at the latest strong session for some of the market's highest momentum names, as we note with some caution the risks that leverage, especially not fully evident hidden leverage is a mounting risk for the most speculative corners of the market. We also preview Nike earnings as the company does not yet look like a bargain after its 77% fall from all time highs into yesterday's low, unless it surprises strongly today after the close. Some thoughts on macro, FX and much more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.