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NVDA’s Earnings May Indicate that the AI Craze is Normalizing & Deflation Discussion | November 22, 2023 – Morning Market Briefing
Published 2 years, 11 months ago
Description
Ben and Tom discuss NVDA earnings and the readthrough for AI, Deere earnings and the deflationary pressures they are seeing, a “swinging pendulum” of inflation and growth, and the Fed’s potential response to all these inputs.
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For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure