Morning Call Sheet: Inflation, rates and AI volatility test markets
@AmyWuSilverman of RBC Capital Markets,
@RyanDetrick of
@CarsonGroupLLC and
@JimPethokoukis of
@AEI discuss inflation, Fed policy, rising yields, market volatility, AI risks and the rotation into software.
$SPY $QQQ $VIX $TLT $IGV
@MorganLBrennan