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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…
Week Ahead
The weakening of the USD, possibly due to geopolitical developments, has taken centre stage, with the American currency eyeing 1.20 against the Euro. Important earnings reports coming this week, with Microsoft,…
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…
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