The technology bet is suffering from a bit of pre-Nvidia fatigue, while there are early signs of positivity around cyclical assets. The FOMC meeting minutes will probably hold the most signal value on the balance sheet.
![Something for your Espresso: While we are waiting for Nvidia (and Godot)](https://stenoresearch.com/wp-content/uploads/2023/01/Something-for-your-espresso-1080x675.png)
The technology bet is suffering from a bit of pre-Nvidia fatigue, while there are early signs of positivity around cyclical assets. The FOMC meeting minutes will probably hold the most signal value on the balance sheet.