Future Gross sales Expectations at +31% vs +13%: Improved outlook with stronger demand anticipated, boosted by rate of interest cuts (highest since Q2 2021) Extra widespread plans to extend funding, properly above historic...
UPCOMING
EVENTS:Monday: PBoC LPR,US Presidential Inauguration
Day, BoC Enterprise Outlook Survey, New Zealand Companies PMI.Tuesday: UK Employment report, German ZEW, Canada CPI, New
Zealand This fall...
UPCOMING
EVENTS:Monday: NY Fed Inflation Expectations.Tuesday: US NFIB Small Enterprise Optimism Index, US PPI.Wednesday: UK CPI, US CPI.Thursday: Japan PPI, Australia Employment report, UK GDP,
US Retail Gross sales, US...
This text was written byObserveI concentrate on long-term investments whereas incorporating short-term shorts to uncover alpha alternatives. My funding strategy revolves round bottom-up evaluation, delving into the basic strengths and weaknesses of particular...
A few weeks in the past we checked out US Tech vs non-tech earnings… this time we're taking a look at US vs non-US earnings — the outcomes are surprisingly unsurprising, however essential...
Every week that began in 2024 and resulted in 2025 confirmed glimpses of what many had been anticipating from the yr forward.
The principle one being that the US Greenback is ready to stay...
