{"id":93408,"date":"2025-02-03T10:15:06","date_gmt":"2025-02-03T15:15:06","guid":{"rendered":"https:\/\/funds.palos.ca\/there-are-substantive-factors-in-play\/"},"modified":"2025-02-14T21:53:41","modified_gmt":"2025-02-15T02:53:41","slug":"there-are-substantive-factors-in-play","status":"publish","type":"post","link":"https:\/\/funds.palos.ca\/fr\/there-are-substantive-factors-in-play\/","title":{"rendered":"There Are Substantive Factors in Play"},"content":{"rendered":"<p>The stock market regained its footing after Monday\u2019s DeepSeek mini-panic because Q4 earnings<br \/>\nreports surpassed expectations, the dovish Fed paused, and robust economic growth remained<br \/>\nrelentless, the BEA having reported on Thursday that GDP had risen at an annual rate of 3.2% in Q4.<br \/>\nMore importantly, the market realized, after consideration, that DeepSeek could be a big positive for<br \/>\nthe proliferation of AI, which would boost productivity even more than originally expected.<\/p>\n<p><em>A Macro Market View by Hubert Marleau\u00a0<\/em><\/p>\n<p><a href=\"https:\/\/funds.palos.ca\/wp-content\/uploads\/2025\/02\/The-Palos-Perspective-January-31-2025.pdf\">Continue Reading in PDF<\/a><\/p>\n<p><span data-teams=\"true\"><i>L&rsquo;infolettre Palos Perspective est un aper\u00e7u hebdomadaire de la situation macro\u00e9conomique disponible uniquement en anglais. Si vous avez des questions sur l&rsquo;infolettre ou des demandes g\u00e9n\u00e9rales sur Palos, veuillez nous contacter \u00e0 <\/i><a id=\"menur7gi\" class=\"fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\" title=\"mailto:info@palos.ca\" href=\"mailto:info@palos.ca\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Link info@palos.ca\"><i>info@palos.ca<\/i><\/a><\/span><\/p>\n<p>Follow us on: <a href=\"https:\/\/www.linkedin.com\/company\/palos-management-inc.\/\"><strong>LinkedIn<\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The stock market regained its footing after Monday\u2019s 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 &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/funds.palos.ca\/fr\/there-are-substantive-factors-in-play\/\"> <span class=\"screen-reader-text\">There Are Substantive Factors in Play<\/span> Lire la suite\u00a0\u00bb<\/a><\/p>\n","protected":false},"author":11,"featured_media":93405,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[36],"tags":[],"_links":{"self":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts\/93408"}],"collection":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/comments?post=93408"}],"version-history":[{"count":0,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts\/93408\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/media\/93405"}],"wp:attachment":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/media?parent=93408"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/categories?post=93408"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/tags?post=93408"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}