As the inauguration of Donald Trump looms, Goldman Sachs trader Lindsay Matcham asks (and answers) some key macro questions: ...
Barclay’s says that the stock is increasingly disconnected from fundamentals. “….we believe fundamentals remain secondary vs.
For the first time since attacks in the Red Sea began in 2023 in response to the Israeli military onslaught in Gaza...Læs ...
Stocks are weakening despite signs the US economy is reaccelerating, as higher yields are beginning to degrade equity valuations. This is quite typical, with the market and the economy often operating ...
By Mark Wilson, Goldman trader and managing director 1. Its been a volatile start to the year with limited directional ...
Uddrag fra Morgan Stanley Thematic work has long been a focus of Morgan Stanley Research. We launched Blue Papers and ...
Down by 1.9% in the euro area and by 1.7% in the EU compared with November 2023 Overview In November 2024, compared ...
Novo Nordisk today announced headline results from STEP UP, a phase 3b trial in the global STEP programme. STEP...Læs mere » ...
By Dhaval Joshi, chief strategist at BCA Research/ Zerohedge Executive Summary In the developed economies excluding Japan, ...
The pace of payroll growth is expected to ease again in December after November’s unexpected surge, in keeping with...Læs ...