Market Outlook Lunch by Julius Bar

I was invited to this lunch time talk at the Ritz Carlton today. This is the first time I have attended one by JB.

I usually don’t find such talks by banks useful and most of the time have found their predictions off. But since I was invited by my banker and good friend, I decided to attend this one. The food was surprisingly good.

The way they did the presentation was also quite good. It wasn’t boring and parts of it were actually interesting. Key takeaways..US interest rates will come down this year and thus the dollar will depreciate, there is a huge impetus to build more housing in the US, Chinese yuan will appreciate, to look out for Open AI and at its burn rate. I think if one follows the news diligently and reads the Economist regularly, nothing of what they said was new.

I was seated with my friend U Zyn. We didn’t speak much cos the presentation lasted through the entire lunch.