OVER DEZE AFLEVERING

Engels
Verenigde Staten

TRANSCRIPTIE 🔗

OUDE AFLEVERINGEN ZOEKEN

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In this episode of Must Read Research on Global Research Unlocked, Candace Browning examines how perception is shaping market outcomes across asset classes. We explore why oil remains near $100 despite recovering crude exports, what card data and retailer feedback reveal about the strength of the U…
Defense restocking accelerates; new threats drive demand Defense demand remains strong globally as depleted inventories, shifting threats and years of underinvestment drive a multiyear restocking cycle. Ron Epstein discusses record US defense outlays, rising production needs and why recent weakness…
In this episode of Must Read Research on Global Research Unlocked, Candace Browning examines the trillion-dollar question facing AI: can returns ultimately justify the enormous investment going into it? We explore the potential $1.5 trillion annual AI subscription opportunity, increasingly crowded …
Please join Ralf Preusser and team in conversation with Jill Hall and Chintan Kotecha to discuss equity/bond correlations and positioning. We will discuss the return of equity bond correlations, implications and risks for CTA positioning and for asset allocation models.   "Bank of America" and “B…
Please join Sphia Salim in discussion with Ralf Preusser and Meghan Swiber alongside our colleagues from credit (Neha Khoda, Head of US credit strategy and Barnaby Martin, Head of European credit strategy). We will explore the nature of the recent extension in the global govt bond sell-off, where p…
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