The First Crack In The AI Mania?

The first crack? KOSPI just got slammed, SK Hynix is down nearly 10%, and one of the market's most crowded trades is facing its biggest test in months.

May Payrolls Preview: The Anti-Goldilocks Print

"A weaker print will bring back stagflationary fears, which is risk-negative. A hotter print will see Equities reacting to bond yields, where inflation concerns could drive yields higher along with bond vol, which would be equity negative."  - JPM



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