 Macro Digest: Markets Rewrite History, Dollar Falls, AI Lifts Wednesday, May 6 — a day when US markets hit new records, and the dollar returned to pre-war levels. Breaking down the key figures. Markets: Unstoppable Growth S&P 500 and Nasdaq gained over 1%. The reason — hopes for an end to the conflict with Iran plus strong AI company reports. The dollar index crashed to 97.9 — a level seen before the escalation began. Investors are shifting from safe-haven assets to risk. Labor Market: Better Than Forecasts The US private sector created 109,000 jobs in April — the highest since January 2025. The market expected 99,000. The figure is good but not hot — the Fed may not rush to ease. Oil: Inventories Decline Slower Crude oil inventories fell by 2.3 million barrels — analysts expected 3.3 million. A smaller drawdown hints at cooling demand. Canada: Unexpected Surge Ivey PMI jumped from 49.7 to 57.7 — the highest level in 7 months. The economy is expanding, and the employment index is also positive. Mortgages: Rate Creeps Up The 30-year fixed rate reached 6.45% — a week earlier it was 6.37%. Russia: Economy Losing Steam GDP growth is slowing, energy revenues are declining — early 2026 data shows a loss of momentum. AI Boom: Clouds to Take $500 Billion The global cloud infrastructure market will exceed half a trillion dollars in 2026. AWS is posting blockbuster revenue — AI companies are buying up capacity. What Does This Mean for Us? The dollar is weakening — capital is seeking returns. The AI sector is the main magnet. Against this macro backdrop, AI products get an additional tailwind. Those automating business through AI win twice: from the trend and from savings. ASI Biont — AI agents for business that work 24/7 without days off. https://asibiont.com/