First Half Wrap: The AI Boom, Robust Earnings, Auto Sales on Tap

Interest rates have steadied, and the US dollar has been calm ahead of the next round of corporate earnings

And just like that, the end of next week marks the finish of the first half. What a wild ride it has been on the macro front. 2023 ended with a string of better-than-expected inflation reports, much to the delight of Chair Powell and the Federal Reserve. The tables turned, however, when the calendar flipped to 2024.

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