Brian Allen reviews the week after the DeepSeek tech shakeup. He’s looking at what’s been “ignored, left behind”, where he thinks bad news has been priced in already. He doesn’t expect inflation to reach the Fed’s goal of 2% until at least early 2026 and thinks we might see two rate cuts in the latter half of this year. He discusses the impact of tariffs, some of which kick in on Saturday.
The Watch List
31 Jan 2025
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