Za(@ZaStocks):If this news about a deal is real (still skeptical) the implications are massive. Lower oil prices, lower inflation expectations, lower yields, lower borrowing costs, etc. The stress in credit markets which has been weighing on the AI trade would start to ease as borrowing costs go down and financial conditions loosen. Deal or bust for the market.

@ZaStocks

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Joined December 2020

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Za@ZaStocks

2026.10.20 14:47

If this news about a deal is real (still skeptical) the implications are massive. Lower oil prices, lower inflation expectations, lower yields, lower borrowing costs, etc. The stress in credit markets which has been weighing on the AI trade would start to ease as borrowing costs go down and financial conditions loosen. Deal or bust for the market.

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