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Today a quick update on another strong day for risk sentiment as the AI focus is reheating with a significant rise in AI commitments from Meta and even Intel showing signs of life. Also, a quick rundown on the important of today's US CPI release for May and some thoughts on what is at stake here if Trump's coalition is increasingly fragile and the implications if so. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
John's final article in four-part series on Rules for the Trump 2.0 Market Era.
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at marketcall@saxobank.com for feedback and questions.
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