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Will increased competition for capital cause a correction in stocks?
Episode 382
Published 1 month, 2 weeks ago
Description
Darius Dale examines whether rising competition for capital could trigger a correction in stocks, as long-duration sovereign yields climb alongside the enormous financing demands of the AI CapEx boom. While the 12-month outlook remains bullish for risk assets, mounting monetary policy, liquidity, and positioning headwinds could make the next few months increasingly volatile.