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Week Ahead
The war enters the third week, with no side relenting in its attacks against the other. Next week all major Central Banks will offer an assessment of the impact of high…
Week Ahead
The war between the US and Israel against Iran is taking centre stage: the US President says that it is ‘very complete, pretty much’. Oil shoots to $120 a barrel, before…
Week Ahead
Weak GDP, strong inflation (Core PCE Price Index), and the SCOTUS frame another volatile week. New 15% global tariffs by the US Administration get the world scrambling for answers and add…
Week Ahead
Another difficult week for Wall Street, even with a positive CPI. AI capex is back in focus, and the market at the moment sees only the expenses and not the returns,…
Week Ahead
Wild week for stocks as capex takes front stage; only the best in class in the AI race can thrive. The collective capex spending of the big 4 (Alphabet, Amazon, Meta,…
Week Ahead
Microsoft stumbles on lower Azure growth and higher AI spending; all companies that are spending without tangible returns are punished. The Fed stays on hold and says that its confidence in…
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