Markets Mixed: AI Capex Rebound, Dollar Doubts, and OPEC Watch.

Recent economic data in the US remains robust, despite lingering concerns about policy impacts. Several consensus trades have faltered, including short positions on the NASDAQ and long positions on gold, as factors like AI capex and the Bank of Japan's dovish stance disrupt previous market expectations.

The US dollar's traditional safe-haven status may be shifting towards the euro due to concerns about US deficits and economic policy. Despite overall market confusion, opportunities exist in specific areas like crude oil, where technical setups suggest potential upside.