AI will not kill software companies. But moats are diminishing. Some products don't command premium pricing. More competitors will appear since everyone can use AI to create/improve similar software.
80% Rate Cut By June: Will S&P 500 Extend Gains?
US January CPI surprised to the downside, with headline inflation rising just 0.2% MoM (vs. 0.3% expected) and 2.4% YoY, the lowest since last May. Core inflation also came in softer than forecast, pushing market pricing for a Fed rate cut before June to 80%.
Treasury yields slipped as traders pulled forward easing bets, while equities initially cheered the cooling inflation print.
Does softer CPI reflect higher possibility of rate cuts?
Will the S&P 500 extend gains on rate-cut optimism?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments