Browsing Category
Economy
Tech and FX: Short-Term Volatility May Cloud Long-Term Trend
Hyperscalers Well Into The Investment Cycle
Source: Refinitiv
Our fundamental outlook on the semiconductor sector remains positive.…
Read More...
Read More...
Week in Focus: US CPI, OPEC, BoC, ECB, UK GDP and China Inflation
SUN: OPEC/JMMC Meeting (Jun)
MON: Japanese GDP (Q1), German Factory Orders (Apr), US Consumer Inflation Expectations
TUE: EIA STEO (Jun),…
Read More...
Read More...
Tech Correction Accelerates as Semiconductors Lead the Pullback
Tech correction accelerates, with semiconductors down 4.8%. On the heels of yesterday’s whipsaw in the market, where opening losses were…
Read More...
Read More...
Labor Gains and Higher Treasury Yields Push Fed Rate Cuts Later Into the Year
Due to resurging in the past three months, plus higher in the wake of the May payroll report, any Fed key cut will likely be postponed…
Read More...
Read More...
Speech by Governor Barr on supervision and regulation
Thank you for the opportunity to speak to you.1 The U.S. economy relies on…
Read More...
Read More...
AI Is Repricing Human Value Across Wealth Management
A senior advisor at a US practice recently got back four to six hours of her week. Not through a restructuring or thanks to a new hire,…
Read More...
Read More...
Firm Jobs Numbers Boost Rate Hike Chances, but Lack of Breadth Remains a Concern
Yet another stronger-than-expected US jobs number in an environment of rising inflation is fuelling expectations of a before the end of…
Read More...
Read More...
Oil Market Underestimates Frictions Beyond a Deal
For weeks now, media reports have been suggesting that Washington and Tehran are moving closer to a memorandum of understanding (MOU). In…
Read More...
Read More...
Oil, GBP/USD Forecast: 2 Trades to Watch
Oil eases on Israel-Lebanon ceasefire, but inventories are falling rapidly. steady amid US-Iran stalemate and ahead of BoE Bailey’s…
Read More...
Read More...
Looking Past Energy as Markets Focus on Strong Earnings Forecasts
is back on the rise on no news about Iran. Both sides are well aware of the clock ticking towards true shortages of petroleum products,…
Read More...
Read More...