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80 % av markedene akkurat nå spør om du tror AI vil fortsette å overgå eller ikke.
7. aug. 2025
Non-US stocks charged into the lead against US stocks earlier this year. Now that leading is fading (as it has repeatedly done in the last 15 years).
Can non-US stocks reassert themselves?
Which way are you betting?
@sentimentrader
Som om AI-capex fortsetter å vokse, kan desember 2026 SOFR sannsynligvis ikke gå under 3 %. Men hvis AI går i stykker ...
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