You note that a 25-bp rate cut is widely priced in, and that the real market driver will be any shift in forward-guidance or messaging. What specific wording or “forward guidance” signals should we watch for after the cut that — in your view — could meaningfully move markets (and which scenarios do you see as most likely)?
$UBER 11bn trips is really amazing. If Tesla can scale to 1000 Robotaxi, at 30 trips per day (Waymo did an average of 24 trips per day in Cali as of December 2024) that’s only 10.950.000 trips per year or 0.097% (less than 10 bp) the size of UBER. Let that sink in.
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$UBER 11bn trips is really amazing. If Tesla can scale to 1000 Robotaxi, at 30 trips per day (Waymo did an average of 24 trips per day in Cali as of December 2024) that’s only 10.950.000 trips per year or 0.097% (less than 10 bp) the size of UBER. Let that sink in.
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