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Week Ahead
Massive hits on Oracle and Broadcom after earnings shake markets; the Fed begrudgingly cuts rates for the third time this year. Three Central Banks meetings: BOE (25bp cut), ECB (hold), BOJ…
Week Ahead
Calm after the storm: with confidence in the third cut of the year by the Fed on Wednesday restored, markets had a quiet week. Earnings and outlooks from Oracle and Broadcom…
Week Ahead
A shift in the Fed’s December stance resulted in a very strong rally for equities worldwide. It is important to pay close attention to the current Fed Chairman Powell in his…
Week Ahead
Uncertainty regarding market valuations and the possible unraveling of the AI trade elevate volatility and are pushing the indexes lower. Nvidia’s earnings, on Wednesday after market close, and the release of…
Week Ahead
Rumours of a possible agreement to end the US Government Shutdown are propelling the markets higher. Earnings were very strong once again; multiples remain elevated. NVDA to report on November 19.…
Week Ahead
Early earnings are strong, but more to follow. Concerns about lending in regional banks arise, as on-again, off-again spats with China on rare earths. The continued government shutdown risks harming the…
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