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4min chapter
The AI 5 versus the S&P 495
The Macro Trading Floor
Nvidia Rallying the S&P 500
We are very close to the zero low bound for the TGA, and that is maybe the most certain thing today. I wouldn't rule out that this is at least one of the reasons why the US dollar has started researching. It's a bit tricky to be honest, because if I look at our classes of performed in 2011, where we got a little bit of drama around that sitting between July and August,. Well, any safe haven, so say gold or the Japanese yen or bonds actually end up trading well. So the dollar didn't really end up appreciating much in this environment.
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