BREAKING
Apollo: Dollar Rally Rests on AI Trade
How AI Selloff Could Hit the Dollar
1
Foreign AI inflows
↓
2
Unhedged positions
↓
3
AI disappointment
↓
4
Sell stocks & dollars
0
%
Margins early 2023
0
%
Margins now
Two Markets, One Story
Equities
AI theme
●
Mag 7 lead markets
●
Record foreign inflows
Dollar
Hidden link
●
Backed by AI buyers
●
Vulnerable if flows reverse
A Slower AI Payoff Is Everyone's Problem
Watch Megacap Earnings Ahead
AI NEWS BLITZ
Apollo's Torsten Slok warns the dollar's strength is quietly tied to the AI stock boom.