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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…
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…
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