Webinar: Meaning, margins and momentum
- Webinar Wed 15 July 1400 Lon / 0900 NY
- Bullish on AI tech does not mean bullish the market price
- What really holds the rally up is a mixture of elevated margins expectations, momentum-chasing and dip-buying
- But as the rotation in “hot” assets shows, the risk of regime change is real – and may be exacerbated by a Warshian Fed
- Open to clients with Group Webinar or One-on-One subscriptions, and to the press
