In this insightful discussion, Jacob Falkencrone, the Global Head of Investment Strategy, shares his perspectives on the recent recovery in tech stocks, spurred by AI spending from giants like Microsoft and Meta. He explores the implications for market sentiment and the critical levels for bearish investors. Jacob also dives into the current challenges in the labor market, tariff debates, and the latest trends in currency and commodity markets, providing a comprehensive outlook on what lies ahead for investors.
