Saxo Market Call AI theme reheating as Trump coalition fragility a rising talking point
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Jun 11, 2025 Risk sentiment is soaring as AI investments heat up, with Meta and Intel making headlines. The U.S. market is buzzing ahead of the May CPI release, which could influence treasury movements. Meanwhile, Trump's fragile political coalition raises questions about future market dynamics, as tariffs and protests create uncertainty. Innovative AI applications are even transforming advertising, showcased by a Super Bowl ad created entirely with AI. This discussion reveals the intricate dance between technology and politics in shaping market trends.
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Rising AI Investment Wave
- AI investments by major tech firms such as Meta and Intel are heating up significantly, with huge capital injections and AI super team formations.
- This signals a productive disruptive wave in technology impacting not just software but also video production and other sectors.
AI Redefines Video Production
- AI technology can now produce high-quality video commercials without physical reshoots, drastically cutting costs and resource needs.
- This signals a deflationary productivity boost impacting industries reliant on traditional production methods.
US CPI Impact on Markets
- The US CPI release is critical, potentially softer inflation could drive treasury yields down and strengthen the yen.
- A hot CPI might stress treasury markets, triggering risk-off reactions and influencing gold prices.