Goldman Partner Warns The Circularity Of The AI Ecosystem "Is Becoming Harder To Ignore"

Overnight saw a rough session in Asia with Korea giving back much of yesterday’s move (-4.5% but bouncing off of the lows) as the global semiconductor/hardware trade remains in flux, with leverage compounding the move. China CPI /PPI was broadly in line (PPI running at hottest levels since 22), while a weak Japanese JGB auction saw rates back up marginally.

Oil