Miner Company
Inflection Points: The Circular Logic Of Secular Rotations
A first-half rate cut remains on the table, given increased economic and geopolitical risks, but the other side of the story is that economic conditions remain generally constructive with healthy YoY growth and slowing inflation. The market rotation into cyclicals is backed by fundamentals, but AI and automation technologies are likely critical to meeting mounting expectations.
A first-half rate cut remains on the table, given increased economic and geopolitical risks, but the other side of the story is that economic conditions remain generally constructive with healthy YoY growth and slowing inflation. The market rotation into cyclicals is backed by fundamentals, but AI and automation technologies are likely critical to meeting mounting expectations.