#85: 5-Min Macro, Stocks, AI & Crypto: The AI Citadel vs the Macro Fog
Market at ATH's, rising yields, war on-off, emerging markets pain
TL;DR:
Stocks keep hitting highs on strong AI-driven growth, while oil above $103 and rising bond yields are reviving inflation and higher-for-longer rate fears. Capital is rotating into energy and financials, while bonds continue signaling a tougher macro environment ahead.
Read the full article for the complete macro & market breakdown: https://hashtalks.substack.com/p/85-5-min-macro-stocks-ai-and-crypto
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#85: 5-Min Macro, Stocks, AI & Crypto: The AI Citadel vs the Macro Fog
Market at ATH's, rising yields, war on-off, emerging markets pain
May 25, 2026 270
