Markets opened mixed but gained momentum midday, continuing their push toward new all-time highs. All eyes were fixed on the revision to US employment data, coming in at -911k, not far from some of the more downbeat forecasts for near -1mil, reinforcing bets that that Federal Reserve will lower rates, now the question shifts to is it 25 or 50bps. Digital infrastructure stocks were higher following Microsoft’s new contract with Nebius, under the agreement MSFT is expected to pay NBIS 17.4bil fo…
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