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bullish
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Thematic (Sector/Industry)
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23 Aug 2024 19:28
# 49 India Insight: Hindalco $ 10 Bn Expansion, BC Jindal RE, Cement Firms Plans
Major investments in the aluminium, copper, renewable energy, and cement sectors are set to drive growth and meet increasing demand in India.
Sudarshan Bhandari
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340 Views
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bullish
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Macroeconomics
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23 Aug 2024 12:15
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Syndicated
Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 23 Aug 2024
The U.S. released revised non-farm payroll figures, with significant job cuts expected, but the fiscal deficit continues to grow, raising concerns...
Dr. Jim Walker
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310 Views
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bearish
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Macroeconomics
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23 Aug 2024 11:26
Macro/Rates Watch: When the entire foundation rests on liquidity
What a July we’ve had. The G3 central banks have now received plenty of labor market data that justifies cutting rates fairly aggressively. In our...
Steno Research
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311 Views
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bullish
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Macroeconomics
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22 Aug 2024 23:45
No Alarm From Global Cycle
Broad increases in the flash services PMIs reinforced the signal that global activity remains resilient enough not to require forceful monetary...
Phil Rush
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211 Views
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bullish
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Build A Bear Workshop
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22 Aug 2024 21:00
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Issuer-paid
BBW: 2Q Preview: Remaining Conservative; Reiterate Buy, PT
We are reiterating our Buy rating and $41 price target and FY24 and FY25 EPS projections, but further back-end loading our FY24 quarterly...
Small Cap Consumer Research
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