Nvidia and Warsh Will Test a Stock Market That’s in Mid-Rotation

Two things are clear as stocks enter the most consequential week of summer: this market no longer trades on AI alone, and bond volatility has proved that catalysts are definitely not confined to the upside. Two things are clear as stocks enter the most consequential week of summer: this market no longer trades on AI alone, and bond volatility has proved that catalysts are definitely not confined to the upside.