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US retail sales soft, yields down, stocks up, oil up. That’s one way to look at the last 24 hours. Or one can look at it --and the next 24 hours-- more deeply. Let’s start with geopolitics, then look at AI, and try to tie it all together into a better market take than the above.
Marketing communication / Non-Independent Research. This publication is issued by Coöperatieve Rabobank U.A., registered in Amsterdam, and/or any one or more of its affiliates and related bodies corporate (jointly and individually: “Rabobank”). Coöperatieve Rabobank U.A. is authorised and regulated by De Nederlandsche Bank and the Netherlands Authority for the Financial Markets. Read more
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