The direction of markets is positive

Victoria Reuvers of WealthStrat discusses AI stock valuations, recent equity losses, and how SpaceX’s valuation has lost $600k in market share in recent trading sessions. She says easing geopolitical tensions could support equities, reduce inflation and strengthen the dollar. She also reflects on Alan Greenspan’s legacy and comments on the new US Fed Reserve chair and market reactions. Oil and fertiliser prices are falling, though not expected to return to January levels quickly. Overall, she says falling prices and improving supply chains remain supportive for markets.