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.…
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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),…
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Ebola Response Update – June 5, 2026
The Department of State, in close coordination with the U.S. Centers for Disease Control and Prevention (CDC), and in partnership with…
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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…
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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…
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Speech by Governor Barr on supervision and regulation
Thank you for the opportunity to speak to you.1 The U.S. economy relies on…
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Africa: CCA and Mauritius Announce Postponement of Next Month’s U.S-Africa Business Summit
The U.S.-Africa Business Summit scheduled for July 26-29, 2026 in Mauritius July has been postponed. The Corporate Council on Africa…
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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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UK asylum system on ‘the brink’, MPs committee report says
"The focus on short-term, reactive 'fixes' has left the government chasing after pressures pushed from one part of the system to the…
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