Equities: AI optimism lifts global stocks and chipmakers – Danske Bank
Danske Bank strategists highlight a stronger tone in global equities, driven by renewed optimism around artificial intelligence following Anthropic's Nasdaq...
Danske Bank strategists highlight a stronger tone in global equities, driven by renewed optimism around artificial intelligence following Anthropic's Nasdaq...
Danske Research Team notes UK flash PMIs strengthened in October, with the composite rising to 53.1 and new orders growing...
Brown Brothers Harriman’s (BBH) Elias Haddad expects the Bank of Japan (BoJ) to keep its policy rate at 1.25% while...
United Overseas Bank analysts Quek Ser Leang and Lee Sue Ann note that USD/CHF has shifted from a prior negative...
Societe Generale’s Dev Ashish analyzes Brazil after Lula’s surprise re-election over Flávio Bolsonaro. The note highlights likely pressure on Brazilian...
TD Securities’ Oscar Munoz and Eli Nir expect the FOMC to keep the Fed Funds Rate at 4.00% in October,...
Tatha Ghose at Commerzbank reports that Turkey’s Central Bank of the Republic of Türkiye (CBRT) cut its one-week repo rate...
Francesco Pesole at ING notes that widening French OAT-Bund and OAT-BTP spreads have yet to materially weigh on the euro,...
TD Securities’ macro team, led by Andrew Kelvin and Robert Both, does not share market conviction for an October Bank...
OCBC strategists Christopher Wong and Sim Moh Siong describe South Korean Won's (KRW) initial strength and subsequent retracement as broader...