Hot spot tracking

  • The new head of the Philadelphia Fed, Paulson, who rarely expresses his views, hinted that he supports two more rate cuts this year, each by 25 basis points. This news is bearish for the dollar.
  • OpenAI partners with Broadcom to develop self-developed AI chips, with deployment starting in the second half of 2026. This news is positive for the AI sector.
  • OPEC maintains global crude oil demand growth expectations, with the supply gap expected to narrow significantly next year. This news is bearish for crude oil.

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