Bonds rallied again as chip stocks stumbled, shrugging off another climb in crude oil. Does that spell trouble for the AI boom?
Ilya Spivak is the Head of Global Macro at tastylive. He applies a top-down global macro approach to trading, focusing on capital markets, economic policy, and the dynamics of commodities and derivatives markets. Ilya's insights are frequently featured in leading media outlets including Reuters, Bloomberg, and Ausbiz, as well as in tastylive, luckbox magazine, and NewsBreak.