• We’re seeing a nice bounce in tech in the pre-market trading.  We could see a repeat of what took place in April and May, but we are a long way from seeing strong evidence that the concerns over the ROI on the massive spending for on AI is behind us.
  • The focus turns to the Fed.…How aggressive will they be with their upcoming easing cycle?
  • There ARE other very important issues to consider…and one could have an extremely important impact on how much net liquidity will be available in the global system in the weeks and months ahead.

 

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