Me and the Money Printer

Me and the Money Printer

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Me and the Money Printer
Me and the Money Printer
DeepSeek: Is This The AI World's "Sputnik Moment?"
The Capital Wave Report

DeepSeek: Is This The AI World's "Sputnik Moment?"

A serious subject on an ugly morning for the stock market.

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Garrett Baldwin
Jan 27, 2025
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Me and the Money Printer
Me and the Money Printer
DeepSeek: Is This The AI World's "Sputnik Moment?"
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Market Outlook

  • Futures Sharply Lower: S&P -211bps, Nasdaq -373bps, Russell -100bps

  • 10-year Treasury Yield slides 11bps to 4.52% amid tech selloff and safe haven flows

  • NVIDIA (NVDA) leads selloff on reports that China's DeepSeek builds rival AI model for $5.6M using a fraction of the chips

  • Trump slaps then drops Colombia tariffs within hours after the migrant deal; markets eye similar tactics with Mexico

  • Trump halts federal renewable energy permits for 60 days; Interior Department blocks new solar, wind development on public lands

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