Surveillance: CPI Bolsters Bets on Fed Pause
Bloomberg Surveillance
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The Overplayed AI Hype
I think the time to have made a really good decision was late last year or early this year. I would go with high quality, high quality corporates, treasuries and so on. In the equity market, I would be looking at some of the sectors that haven't performed well. 40% of the S&P 500 roughly is IT and communication.
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