Central Bank Divergence! UK Hawks vs ECB Cut | AI Bubble Burst? Nvidia Crash Fails to Rally скачать в хорошем качестве

Central Bank Divergence! UK Hawks vs ECB Cut | AI Bubble Burst? Nvidia Crash Fails to Rally

The logic of global markets is being rewritten. "Super Thursday" delivered dramatic results: The European Central Bank (ECB) cut rates as expected to save a weak economy, while the Bank of England (BOE) unexpectedly held rates, showing a hawkish stance. This Policy Divergence caused massive volatility in FX markets. Meanwhile, the AI sector is facing an unprecedented crisis of confidence—does the crash in Nvidia and Microsoft signal the end of the tech bull market? 🔍 Key Insights: 🏦 Policy Divergence: The ECB announced a 25bps rate cut, acknowledging recession risks in the Eurozone; conversely, the BOE voted 5:4 to hold rates, citing stubborn services inflation. GBP/EUR skyrocketed in response. 🤖 AI Faith Crumbles: The tech sell-off is spreading as markets question whether AI giants' massive Capex can turn into actual profits. Nvidia fell 4%, failing to hold key technical levels, triggering panic selling across the sector. 💱 FX Market Shock: Policy divergence led to a stronger US Dollar Index (DXY) amidst the chaos, with non-USD currencies (except GBP) falling generally. Carry Trade positions were forced to unwind, exacerbating volatility. 📉 Bond Market Alert: UK Gilt yields spiked while German Bund yields fell. This widening spread is a signal of global liquidity fragmentation, which will have profound effects on cross-border capital flows. 🌪️ 2026 Investment Themes: As hopes for synchronized global easing are dashed, investors need to shift from "Long Everything" to "Country Selection." Capital is flowing out of overvalued US Tech, looking for assets with higher policy certainty. 🌍 Global Context: In this episode of Global Macro Pulse, we deeply review every detail of "Super Thursday." Why did the BOE dare to go against the trend? Has the AI Bubble truly burst, or is this just a healthy deleveraging? We analyze how to adjust your 2026 Asset Allocation under the double whammy of Central Bank Divergence and Tech Stock Correction. 👇 Join the Pulse: 🔔 Subscribe for daily institutional-grade insights. ⚠️ Disclaimer: Not Financial Advice (NFA). Educational purposes only.