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Earnings, Flows and an AI Rebound: Trading Surges and Capacity Constraints Set the Tone
Published 1 month ago
Description
A wave of strong earnings and record asset flows — led by Morgan Stanley’s trading boom and BlackRock’s AUM surge — propelled risk assets even as spot cost pressures and legal headlines injected caution. Across banks, asset managers and AI-linked tech names, the market is wrestling with sustainability: are these one‑off beats or the start of a broader thematic rotation?