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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…
Week Ahead
The August labour report shows a growing weakness in the jobs market; the Fed is expected to come to the rescue and cut 25bp on September 17 and a total of…
Week Ahead
In-line Nvidia earnings and Core PCE Price Index introduce September, usually a bleak month for equity returns. Look to the August Labout Report on Friday for clues about the economy and…
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