1.Labor cost pressures intensified in recent weeks due to outsized increases in employer-sponsored health insurance expenses;
2. tariffs, economic uncertainty, low demand, modest wage increases, closed government, restrictive immigration policy
3. Rate cut will weaken USD I think due to the current economic context;
4. USD will probably take support SMA100 on D1, at best. Correction on W1 as well;
5. The question is whether the AI momentum is a bubble.
What do you think ?
2. tariffs, economic uncertainty, low demand, modest wage increases, closed government, restrictive immigration policy
3. Rate cut will weaken USD I think due to the current economic context;
4. USD will probably take support SMA100 on D1, at best. Correction on W1 as well;
5. The question is whether the AI momentum is a bubble.
What do you think ?
1