ACE Analysis Monday 2 Nov 26 ADVT IBST KOS VCP RNS Scan: AMRQ ATM AVAP BRES CHRY FIL GDP HOME IBST KGH KIST KOS MNO PPHC QED RWS SER ULTP VAST VCP
We started the day pretty much in the doldrums with the UK indices tilting to negative, that in particular following the US tech-led sell-off last Friday and the growing fears of a systemic knock-on effect if the AI trade is indeed over. Personally I suspect it isn’t. The conflation of sovereign debt and AI health is not a coincidence … Read More