Скачать или смотреть China Tariff Pause and AI Drive Market Towards the All Time-Highs

President Trump told investors to buy the market last Friday and he was right as the SPX was up all five days pushing indexes towards their all time highs. Despite the market rally and many indicators that are usually associated with a bull market going forward, fears of a retest still remain. The rally has been one of the strongest of all time and has left investors still needing to buy at some point. Most of the fears are associated with continued fears a recession is imminent with a belief the soft data leads a hard data collapse. I go through why I don't see that as happening and highlight research I put out this week. Although this sounds like a positive outcome, I highlight why I believe there will be pressure again in the second half of the year on the back of a weaker dollar and bonds due to the impact of repatriation of capital in the coming months and years. The major positive under the nose of economists and investors out there remains AI and the inference moment. I go through what this means and how to think about it as a positive influence on the economy and stock market. Margins and Capex are the drivers. Finally, Bitcoin and stablecoin adoption continues