Hot spot tracking

  • US Treasury Secretary Besant signaled support, hinting at possible financial assistance for Argentina. This news is bullish for the Argentine stock market.
  • There is currently not much reason to cut interest rates further, with expectations of only one rate cut this year; Moussalem: Limited room for further rate cuts. This news is bullish for the US dollar.
  • Nvidia plans to invest $100 billion in OpenAI to jointly build an AI data center. This news is bullish for Nvidia.

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