Today we profile European companies with exposure to AI with Saxo Equity Strategist Ruben Dalfovo, as we continue to wonder what AI names may be in a bubble. Elsewhere, we note ongoing divergences in this market, largely brush off the impact of yesterday's US economic data as we focus on a possibly pivotal week ahead, given the FOMC is set to meet Wednesday and the Bank of Japan on Friday. This and much more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Link to Ruben's article on European companies with strong AI exposure.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release).
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Intro and outro music by AShamaluevMusic