Market Sees Only 4 Cuts In 2024

🚨 🚨 Prediction markets are now pricing-in just 4 rate cuts in 2024 after January CPI inflation hits 3.1%. This is a huge slide in expectations as markets were pricing-in 6 rate cuts just over a month ago
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CPI Has A Shallow Fall

🚨 🚨 January CPI inflation rate falls to 3.1%, above expectations of 2.9%. Core CPI inflation was unchanged at 3.9%, above expectations of 3.7%
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BofA—Tech Rally: Investors Are All In

🚨 🚨 BofA: Allocation to tech is now at the highest since August 2020, the global survey of fund managers showed. Exposure to US equities more broadly has also risen, while easing macro risks prompted investors to trim cash levels by 55 basis points from January
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AWS Collabs With Nvidia

🚨 🚨 AWS will be the first major CSP to deploy Nvidia’s GH200 Grace Hopper Superchips with multi-node NVLink technology to the cloud, with the chips set to launch in Q2 this year
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Inflation Will Drop Further

🚨 🚨 Three-year-ahead inflation expectations returned to the lowest levels seen before the pandemic in the latest New York Fed survey
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Get Ready For Sovereign AI

🚨 🚨 Jensen Huang just called for all countries to develop ‘Sovereign AI’ at the World Government Summit in Dubai. In other words, data is the new gold, and every country needs to own the production of its own artificial intelligence
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MSCI Cuts Chinese Companies

🇨🇳 🇨🇳 MSCI Inc. is cutting dozens of Chinese companies from its global benchmarks following a market rout that’s erased trillions of dollars in value from the nation’s stocks
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Reliance Hits New Record High

🇮🇳 🇮🇳 BREAKING: Reliance Ind at record high, becomes 1st Indian company to market cap of ₹20 lakh crore
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PDD: Buy The Dip

🛍️ 🛍️ Temu’s January sales were up 805% versus January 2023, quadruple the growth of second-place Space Exploration Technologies Corp. and far above rival Amazon’s 1.7%
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This Is No Longer Your Grandfather’s Microsoft

🚨 🚨 For global tech companies, much is riding on who ultimately wins the AI race, Wedbush Securities Analyst Dan Ives says, with projections that the market could swell to $1.3 trillion by 2032. “This is no longer your grandfather’s Microsoft”
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