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“You are broken on the floor And you're crying, crying Still asking him for more ”

The whipsaw in the US interest rates markets continues, and they're still asking for more.
Big Tech, AI & Larry Ellison
The immense wealth creation in the Bay Area continues as Apple and Oracle announce partnerships with OpenAI, adding hundreds of billions to market caps. Lar...

 

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US Inflation | Ellison & AI | BTP/Bund Spread

Tech bros vs. a real man. Rationale for BTP/Bund spread idea. FOMC takes