Equity markets could hit new highs in 2020: higher productivity can compensate for a declining jobless rate, to ensure any pick-up in wages is not inflationary. If, on the other…
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China’s central bank has decided to promote “connectivity” of the ubiquitous quick response (QR) code payment service. A single barcode will, the PBoC hopes, also spur growth in a range…
IT shares were pulled lower on Friday by disappointing guidance from Micron Technology. It is worth emphasising: the rapid migration to 7nm chips is providing a big lift for Taiwan Semiconductor Manufacturing…
To download pdf of the chartbook, click here To download pdf of the chartbook notes, click here
To download pdf of the chartbook, click here To download pdf of the chartbook notes, click here
By instinct, investors are apt to think of radical, left leaning political leaders as a risk, or a negative, for asset values. There are plenty of reasons why the election…
Jay Powell wants stronger residential investment, and that is what he is going to get. The housing market may have reached an inflexion point: construction spending should accelerate in H2….
