Finance News
There are strong headwinds against boosting potential growth We must facilitate AI as the most likely general-purpose tech that can move the needed on growth in the economy We must also invest in new skills in the labour force We have been forcefully reminded that trade policy has…
Read MorePost Content
Read MorePost Content
Read MorePost Content
Read MoreThe March Bank of America Fund Manager Survey highlighted the big re-think ongoing over the crowded trade in Mag7 and US stocks in general. I have some of the charts below but the themes are clear: The US is out and the rest-of-the-world is in a net 39%…
Read MoreHSBC warns that EUR/USD appears rich relative to rate differentials, with its recent rally driven more by speculative flows and positioning shifts than by traditional macro drivers such as interest rates or risk sentiment. While 2Y EU-US rate spreads have moved modestly in the euro’s favor, EUR/USD has…
Read MoreDoesn’t see inflation returning to target until ‘some time in 2027’ There is a lot of uncertainty about the economy Says he moved dot to one rate cut this year from two Forecasting is more challenging than it’s been in the past I’m hearing more concern about the…
Read MorePost Content
Read MoreAffiliate Disclosure: This site may contain affiliate links to products and services. We may receive a commission for purchases made through these links at no extra cost to you. As an Amazon Associate, we earn from qualifying purchases. Your support helps keep this site running.
For information on how we handle user data and your consumer privacy rights, please refer to our Privacy Policy. This site is operated in compliance with applicable U.S. and California consumer protection laws.