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Economy
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,…
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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…
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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…
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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…
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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,…
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Trump’s Tariff Expansion Risks Even Bigger Economic Blowback
Donald Trump’s proposed expansion of tariffs across dozens of trading partners carries a greater risk of damaging the US economy than…
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Midas Touch: Data Center Winners Continue to Outpace AI Spenders
Overall momentum in AI moderates after a sizzling run, but semiconductors keep going.
Tech continues to dominate the market. Comments by…
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Oil, EUR/USD Forecast: 2 Trades to Watch
Oil falls after mixed messages from the US and Iran. rises after hotter Eurozone inflation and amid a weaker US dollar.Oil Falls After…
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Federal Reserve Board – Agencies remove additional references to reputation risk
Please enable JavaScript if it is disabled in your browser or access the…
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Productivity Boost From AI and Data Centers Fuels Explosive GDP Growth Outlook
The booming order backlog for companies associated with data centers exploded in the first quarter, so it now looks like the AI-related…
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