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Callum Thomas shares his weekly analysis of the S&P 500, focusing this week on the monthly chart, rising speculation, various risk signals, and potential opportunity signs.
He also examines how emerging markets are performing when adjusted for AI stocks and discusses the impact of the current surge in AI earnings optimism.
In previous commentary, Thomas described a generational shift in stockmarket speculation marked by an unprecedented change in sentiment. He has also highlighted that many investors often overlook the KOSPI index when analyzing global markets. These observations provide further context for his current analysis of market sentiment and risk signals.