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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…
Week Ahead
Strong GDP in the past (2Q25 3.8%) and strong forecasts for 3Q25 lead a week of expanding breadth, with the AI trade taking a breather. Inline inflation (Core PCE Price Index)…
Week Ahead
Goodbye and thank you to a legend: David Kostin will retire by the end of this year, replaced by Ben Snider. The Fed managed to find consensus around a 25bp cut,…
Week Ahead
Oracle’s blowout report projects a rosy outcome for AI for at least 2 more years to come; equities and bonds higher, with the Nikkei 225 setting a new, all-time record. Benign…
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