{"id":438049,"date":"2026-09-15T01:40:06","date_gmt":"2026-09-14T18:40:06","guid":{"rendered":"https:\/\/www.swingfish.trade\/blog\/market-news\/risk-trades-steadily-rebound-on-trumps-talk-about-ai-and-energy-438049\/"},"modified":"2026-09-15T01:40:06","modified_gmt":"2026-09-14T18:40:06","slug":"risk-trades-steadily-rebound-on-trumps-talk-about-ai-and-energy","status":"publish","type":"post","link":"https:\/\/www.swingfish.trade\/blog\/market-news\/risk-trades-steadily-rebound-on-trumps-talk-about-ai-and-energy-438049\/","title":{"rendered":"Risk trades steadily rebound on Trump&#8217;s talk about AI and energy"},"content":{"rendered":"<div>\n<p>There has been a steady improvement in the mood in risk markets today and stocks are now at sessions highs, though still solidly negative. The S&amp;P 500 is down 17 points after falling by as many as 66 points.<\/p>\n<p>The change in mood comes as oil gives back some gains and 10-year Treasury yields retreat from 5.00%.<\/p>\n<p>The news hasn&#8217;t changed but Trump has been tweeting non-stop and of it is leaning against the negative narratives in market:<\/p>\n<ul>\n<li>He said he won&#8217;t regulate AI and all that&#8217;s needed is a high-IQ President<\/li>\n<li>He said Russia and Ukraine agreed not to strike energy infrastructure<\/li>\n<li>He said the military conflict with Iran &#8220;will not be long&#8221;<\/li>\n<\/ul>\n<p>Just now he also called AI regulation a scam and a hoax. He said &#8220;it will not be stopped&#8221; during his term. So that has tech stocks climbing.\u00a0<\/p>\n<p>The oil market isn&#8217;t sure there is any kind of deal between Russia and Ukraine because Zelensky has essentially denied it but I strongly suspect that Trump saw some midterm polling data today and didn&#8217;t like what he saw. He surely understands that the Iran war is unpopular and with the Houthis advancing, his position is worsening further.\u00a0<\/p>\n<p>What&#8217;s a bit scary to me is that Trump&#8217;s latest rhetoric is going down the same path as all the other &#8216;hoaxes&#8217; he&#8217;s touted. That will mobilize a certain percentage of the population in that direction and ensures that if there are real risks, they&#8217;re not going to be confronted by the executive branch of the US government. That might be good for short-term stock market gains but whether its positive long-term depends on your view on the real AI risks.<\/p>\n<p>In any case, I wouldn&#8217;t get too excited about any of these moves until after the FOMC on Wednesday.<\/p>\n<\/p>\n<p>We are getting a corresponding pickup in other risk trades including AUD, bitcoin and gold. The US dolalr has been steadily sold since the early US peak.<\/p>\n<\/p>\n<p>                            This article was written by Adam Button at investinglive.com.<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>There has been a steady improvement in the mood in risk markets today and stocks are now at sessions highs, though still solidly negative. The S&amp;P 500 is down 17 points after&hellip;<\/p>\n","protected":false},"author":216,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[86],"tags":[],"class_list":["post-438049","post","type-post","status-publish","format-standard","hentry","category-market-news"],"_links":{"self":[{"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/posts\/438049","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/users\/216"}],"replies":[{"embeddable":true,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/comments?post=438049"}],"version-history":[{"count":0,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/posts\/438049\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/media?parent=438049"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/categories?post=438049"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.swingfish.trade\/blog\/wp-json\/wp\/v2\/tags?post=438049"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}