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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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48 Views
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bearish
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Macroeconomics
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22 Nov 2024 19:44
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Broker
Key views Global Outlook 2025
The return of president Trump to the White House is likely to mean a significant rise in US import tariffs in 2025 China will bear the brunt, but...
ABN AMRO
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75 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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148 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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bearish
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Macroeconomics
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21 Nov 2024 20:40
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Broker
ESG Economist - Five climate challenges in Dutch climate sectors
This analysis shows that the emission reduction trend in sectors in the post-Paris period (2017-2023) would not – if it continued – lead to...
ABN AMRO
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128 Views
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