The AI 5 versus the S&P 495
The Macro Trading Floor
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Introduction
Alfred Stenor is the founder and CEO of Stenor Research. We are back together after a week apart, and we have a lot to discuss today. The market has at least bought into the story from Janet Dylan that the date where the US treasury will run out of money will be Thursday next week. If they keep trucking negotiations away, even if you don't get zero in the Treasury General account, you will be forced to prioritize payments going forward.
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