The stock market regained its footing after Monday’s DeepSeek mini-panic because Q4 earnings
reports surpassed expectations, the dovish Fed paused, and robust economic growth remained
relentless, the BEA having reported on Thursday that GDP had risen at an annual rate of 3.2% in Q4.
More importantly, the market realized, after consideration, that DeepSeek could be a big positive for
the proliferation of AI, which would boost productivity even more than originally expected.
A Macro Market View by Hubert Marleau
L’infolettre Palos Perspective est un aperçu hebdomadaire de la situation macroéconomique disponible uniquement en anglais. Si vous avez des questions sur l’infolettre ou des demandes générales sur Palos, veuillez nous contacter à [email protected]
Follow us on: LinkedIn