Inflation’s Siren Call and the IPO Market Weighs

In the week ended June 12, the market faced a key inflection point, as tensions in the fragile truce between the USA and Iran once again mounted, even as inflation jitters crept in and as the hyperscalers and new AI giants were either raising huge amounts of capital, or planning to do so to fund their data centres…

A Macro Market View by Hubert Marleau 

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