Welcome to today’s briefing, where we delve into the world of AI and its impact on the market. Please note that we are using Microsoft Corp (NASDAQ:MSFT) as an illustration to discuss the broader picture. Last year, The Arora Report was among the pioneers emphasizing the significance of new generative AI technology. We were ahead…
The Fed raised rates for the first time since 2018. This marked the end of the most aggressive economic rescue in America’s history. The Fed projected seven rate hikes in 2022, a more hawkish stance than markets expected. This led to some selling pressure. However, we saw futures rip back higher during Fed Chair Jerome…
United States and European officials discussed the possibility of completely banning imports of Russian oil. The move, while not a surprise, sent energy prices skyrocketing. Russian crude accounts for 3% of American imports. The U.S. energy complex has seen money flow into the space. These companies are leading options to fill the void of Russia’s…
Investors continue to deal with headline disruptions. Geopolitical tensions weigh on sentiment. Perhaps the bigger concern lies around monetary policy uncertainty. Rate-sensitive markets gyrate in reaction to comments from central bank officials. This was evident last Friday when St. Louis Fed President James Bullard’s hawkish comments led markets lower. But did Bullard provide any new…
