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Friday Close Change Change % Change Week % Dow Jones 45,166.64 -793.47 -1.43% -2.87% S&P 500 6,368.85 -108.31 -1.67% -3.91% NASDAQ 20,948.36 -459.72 -2.15% -5.24% […]
From the perspective of markets, the best indicator of how this war is going is by checking what has happened to the oil price.
Not a great week for committed investors, with the Iran war with its dual threat of inflation and recession driven by a spiking oil price hot on the heels of an AI anxiety crisis of confidence, hyped up by short-seller hedge funds, all creating the best of conditions for speculators.
President Trump comes with the tag “Expect the unexpected”. While we’ve become used to Trump’s tactics in the world of money and then in the world in general, as an unusual US President, we’re now seeing his unusual behaviour playing out at war!
It’s the market versus the potentially smartest guys ever in US business!
The AI witch hunt eased up this week but the rotation out of tech into non-tech has been the dominant driver for some weeks. But it raises the question: how long will anti-tech forces prevail?
It was another crazy week when speculation continued about how good businesses could be attacked by AI-driven rivals.
Even before Friday’s incredible U-turn for stocks, where the Dow Jones was up a huge 1,000 points plus (with even the recently hated tech stocks back in favour), I had used the headline that it was a crazy week, and Donald Trump wasn’t to blame.
For someone whose job it is to guide investors, President Trump has turned Washington, home of the White House, into what I call Curve Ball County.
For market players, 2026 (just like 2025) is set to be the same as it was overnight — Trump-v-the economy, with AI remaining both the pumper of stock prices, as well as the potential thumper, if it underperforms in reporting season.
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