Jefferies warns that the AI capital expenditure cycle may be nearing a turning point, with its contribution to U.S. GDP growth reaching 67%
The liquidity side is what I care about most: after the data comes out, movements in interest rate futures often say more about how the market views it than the numbers themselves.
I’ll make a note of it without bias, and we can take another look together if there are any developments.
$BTC (24h +0.085%)
#BTC
The liquidity side is what I care about most: after the data comes out, movements in interest rate futures often say more about how the market views it than the numbers themselves.
I’ll make a note of it without bias, and we can take another look together if there are any developments.
$BTC (24h +0.085%)
#BTC
