Santoli: We are nearing a now-or-never moment for the AI trade to rebound
As the AI trade faces potential turbulence, the sentiment on financial markets suggests a critical turning point lies ahead. Analysts are increasingly wary of a significant downturn following a robust phase driven by technology investments. This juncture poses profound implications for currency movements, especially as market participants weigh the impact on growth expectations. If the AI sector falters, the resultant economic headwinds could prompt a flight to safety, particularly in traditional safe-haven currencies like the USD and JPY.