Intro

US officials are having early discussions on whether to let Nvidia sell its H200 artificial intelligence chips to China, according to people familiar with the matter. Helen Zhu, Managing Partner and CIO at NF Trinity, recaps last week in the AI trade, and the current the appetite for risk assets.

Plus, markets are looking ahead to more shutdown-delayed data and the Fed's Beige Book survey. Grace Glockner, Director of National Accounts & Investment Team Member at Scharf Investments, discusses the AI trade, the recent consumer sentiment data, and how "Steady Eddie" companies are shaping her outlook for the New Year.

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