this post was submitted on 27 Jan 2025
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yes I saw and appreciated that analysis, I wondered whether the last 24 hours and/or markets opening have had an impact on your view of the impact on the wider economy in the short to medium term
Goldman is apparently warning about spillover as of 10 minutes ago on ft.com
We'll have to wait a bit to see how this develops. There's an absolute panic in the market right now, but we'll see if people calm down in a few days. I think the key question is going to be around the demand for Nvidia chips going forward.