AI Masterplan and earnings boosts tech
The AI Masterplan and strong earnings helped tech equities, but currencies and bonds are largely range bound says NAB’s Skye Masters, with little data or concrete news on tariffs.
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Thursday 23rd January 2025
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There weren’t massive moves in any asset classes overnight. NAB’s Skye Masters says bonds were range bound with very little in the way of data, and nothing concrete from any of President Trump’s more contentious plans, particularly tariffs. It seems a review of trade will be completed on April 1st, so we could face several months of speculation before details firm up, meanwhile tech stocks have done well, in part because of strong earnings, such as Netflix after the close yesterday, as well as Trump’s proposed AI Masterplan. It’s second tier data today and tomorrow night, including Canadian retail sales and the US weekly jobless claims numbers.
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