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Market Dynamics and Energy Insights
This chapter explores Thursday's trading session with a focus on the S&P 500 and NASDAQ 100 performances alongside inflation indicators like the PCE index. A portfolio manager discusses the Hennessy Energy Transition Fund's successes and the challenges facing energy production amidst shifting priorities from shareholders. The conversation investigates the implications of U.S.-Canada trade relations on oil imports and the evolving role of AI in the energy sector.