It’s going to take some while for markets to figure out the consequences and implications of DeepSeek on the AI narrative, including how much false value has been factored into US stocks in particular. What will be the next no see-um remains the eternal question for markets!
A sure sign of just how nervous markets are is volatility and judder moments – the realisation that things aren’t what you thought they were. Who knew a bond bear market was upon us, and interest rates are unlikely to fall? Who knew the Chinese AI Deepseek can do what OpenAI can do at a fraction of the cost?
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