QCP: Repricing Starts After Peace Deal
QCP Macro Trends flags oil risk premium, sticky inflation and AI industry impact as markets reprice equities and BTC post peace deal and Fed hold.
SourceAnalysis
The peace deal is signed and the Fed has held. Markets now price persistent oil risk premium, sticky inflation outlook and AI industry impact from memory shock reaching the shelf, with flows shifting equities and BTC. Headlines cleared; the repricing is just starting.
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