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Insights on Spain

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bullishMacroeconomics
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...

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Phil Rush
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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.

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bullishMacroeconomics
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...

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Phil Rush
166 Views
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bullishGrifols SA
20 Nov 2024 16:18

Lowball Non-Binding Indication from Brookfield

Rejected Offer: Grifols' independent committee rejected Brookfield's proposed valuation of €10.50 per Class A share, citing significant...

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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...

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