• June 6, 2024

US Federal Reserve May Cut Interest Rates in Coming Quarters, Predicts Jupiter Asset Management

According to Odaily, Jupiter Asset Management's Fixed Income Investment Manager, Harry Richards, has suggested that the US Federal Reserve may follow the European Central Bank's lead and cut interest rates in the coming quarters. This prediction comes in light of the weakening US labor market, increasingly evident consumer fatigue, and further easing of housing inflation. Richards warned that if the Federal Reserve continues to maintain higher interest rates while other developed countries' central banks are easing their monetary policies, it could lead to serious consequences. The US economy's current state, with a softening labor market and weakening consumer strength, may necessitate such a move by the Federal Reserve. The European Central Bank's decision to cut interest rates has set a precedent that the US Federal Reserve may need to follow to maintain economic stability. The potential consequences of maintaining higher interest rates while other economies are easing could be severe, and this warning from Richards underscores the importance of closely monitoring these economic indicators.

  • June 6, 2024

Why these 'left-behinds' are the best AI plays: Strategist

As the hype surrounding artificial intelligence continues to captivate markets, investors may seek opportunities beyond the large-cap names that have dominated the spotlight. JPMorgan Asset Management Global Market Strategist Hugh Gimber joins Catalysts to highlight lesser-known AI plays. Gimber acknowledges AI's continued strength but emphasizes that "there is no AI revolution to be had without the infrastructure to support it." He points to the often overlooked "left-behinds" fueling the AI movement as promising investment opportunities. These include data centers, clean power generation, and raw materials, making sectors such as industrials, utilities, and Asian markets well positioned for investors seeking exposure to AI plays. For more expert insight and the latest market action, click here to watch this full episode of Catalysts. This post was written by Angel Smith

  • June 6, 2024

US Federal Regulators to Investigate Dominance of Microsoft, OpenAI, and Nvidia in AI Industry

According to Odaily, US federal regulators have reached an agreement to launch an antitrust investigation into the dominant positions of Microsoft, OpenAI, and Nvidia in the artificial intelligence industry. This move is seen as the strongest indication of an upgraded regulatory review of this powerful technology. Insiders revealed that the US Department of Justice and the Federal Trade Commission reached this agreement over the past week and it is expected to be finalized in the coming days. According to the agreement, the Department of Justice will lead the investigation into whether the behavior of Nvidia, the largest artificial intelligence chip manufacturer, has violated antitrust laws. The Federal Trade Commission will play a leading role in reviewing the behavior of OpenAI and Microsoft. This move signifies a significant step in the regulatory scrutiny of the AI industry, as these companies hold substantial influence in the sector.