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AI and oil go head-to-head

TME has the setup for equities. Something has to give Nasdaq is approaching a critical crossroads. Tech is dramatically underperforming small caps, credit stress is finally catching up with equities, and volatility has surged. Yet futures positioning remains stubbornly elevated, bearish hedges are quickly unwound, and NDX continues to hold its broader trading range. With The post AI and oil go…

macrobusiness.com.au ·4h ago

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