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bullish
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Macroeconomics
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23 Nov 2024 02:00
HEW: Misaligned Data Focus For FX
The Euro has weakened over the past week due to markets focusing on hawkish price and wage inflation, with more emphasis on activity growth rates...
Phil Rush
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30 Views
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bullish
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Thematic (Sector/Industry)
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22 Nov 2024 13:28
Thematic Report: AI Wave- Big Tech's Spending Spree
Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.
Sudarshan Bhandari
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132 Views
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bullish
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Macroeconomics
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22 Nov 2024 02:30
EA Wages Are Too Inflationary For 50bp
Upwards revisions to Euro area labour costs and a jump in negotiated wage settlements extend cost growth inconsistent with a sustainable return to...
Phil Rush
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166 Views
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bullish
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Thematic (Sector/Industry)
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20 Nov 2024 12:41
For Its WFE Q324 Season Finale, AMAT Returns ASML's Favour & Sinks Semis Yet Again
AMAT's so-so quarter & outlook tanked semis as earnings season ends, just like ASML did when it began. Most WFE share prices are now back at early...
William Keating
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173 Views
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bullish
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Macroeconomics
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19 Nov 2024 21:30
EA Inflation Doesn’t Need A 50bp Cut
October's final Euro area inflation print confirmed its surprisingly steep rise to 2% y-o-y. Strength was not only broad across countries but...
Phil Rush
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130 Views
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