Risk-On Returns: How Dovish Fed Hopes and AI Spending Power Futures and FX
A dovish Fed narrative and surging AI capex are driving a global risk-on shift, boosting equity index futures and higher-beta currencies while eroding demand for defensive FX.
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goldbroker.com·1mo agoShould investors just buy anything with a hint of artificial intelligence, or try to find the parts of the AI supply chain where bottlenecks capture more of the value?
With AI winners and losers changing places so quickly, it isn’t just about where to invest, but also when. on.wsj.com/49YNSZW
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