AI, Inflation & Oil: 3 Market Themes We're Watching

Markets have remained active over the past several weeks, with continuing developments across corporate earnings, inflation, artificial intelligence, and global events.

In this episode of Blue Chip Now, Daniel Dusina, CFA, Matt Mondoux, CFA, CMT, CFP®, and Dan Seder, CFA, CMT, CFP® discuss what recent bank earnings may suggest about the broader economy, why inflation data may warrant close attention, how investors appear to be evaluating AI spending more critically, and how geopolitical developments could influence oil prices and interest rate expectations.

Topics include:

·       What large bank earnings may indicate about consumer and business activity

·       Recent inflation trends and the role of energy prices

·       Why investors might be increasingly focused on AI monetization

·       Oil markets, geopolitical developments, and interest rate expectations

·       What these developments could mean for markets going forward

"It's actually pretty healthy that the market is starting to question, you know, what do I actually get out of [AI]? And when do I get it?"  - Daniel Dusina, CFA

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