US equities and macro: dip-buying vs. leverage warnings
Traders lean toward buying AI/semis dips and a post-midterm rally, while macro posts flag record corporate bond issuance and a $4.1T off-balance-sheet AI obligation.
What we know
An account on X urges nibbling dips in AI and semis, and another account on X points to a possible rally from Nov 4. Counterpoints: Another account on X flags $4.1T of AI off-balance-sheet obligations, and another account on X expects record November IG bond issuance of $175B. Another account on X shows rice up 81% YTD.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.