Daily BriefsMacro

Daily Brief Macro: Overview #36 – AI Hype and more

In today’s briefing:

  • Overview #36 – AI Hype, Mineral Might, and the Nuclear Revival


Overview #36 – AI Hype, Mineral Might, and the Nuclear Revival

By Rikki Malik

  • A review of recent events/data impacting our investment themes and outlook
  • More government  deals in the critical minerals sector support our outlook
  • Grasberg mine accident and closure highlights tightness in the copper market

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