Outrageous Predictions
Révolution Verte en Suisse : un projet de CHF 30 milliards d’ici 2050
Katrin Wagner
Head of Investment Content Switzerland
Résumé: The AI disruption trade finally saw some consolidation yesterday, ironically the day after a viral report on profound AI disruption sweeping over the market. Elsewhere, we have Meta going big on its commitment to AMD and Nvidia and key software-as-a-service names reporting today after the close. In FX, the JPY is tumbling as dovish BoJ appointments have the market questioning whether Japan's PM Takaichi has any commitment to corral JPY weakness, which may have also provided the fresh lift in gold and silver. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.