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• Saxo Head of Commodity Strategy Ole Hansen brings key perspective on the latest US oil and product inventories report.
• There is a risk that the age of agentic AI and ad-supported LLMs could put the interests of the ad buyers way ahead of those of the end users. Worth considering the potential conflicts of interest.
• Jeremy Grantham’s GMO wrote back in January that if at least two of the “big three” potential IPOs happened this year, it could represent a risk to the broader market.

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