Today, the stonx are back after a ripping session on Wall Street, as are AI stocks, led by Google and Broadcom as Nvidia suffers from the competition heating up. Also, a look at Novo's latest woes and what it may have lost when it didn't succeed in its bid for Metsera. Macro and FX and more on the call.
Today's reading link from Robin Brooks: The End of the Road for Japan on how Japan needs to change its ways as Takaichi's lil stimulus won't work.
No new John J. Hardy substack post for today, but have a look at past posts there for more inspiration from the chart-of-the-day and must read links, etc.
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