... inflation signals from the services PMI reinforce the case for remaining cautious and potentially keeping interest rates at a restrictive level until there is clearer evidence that inflation is on a sustained downward path. It is widely expected that the ... ... trends. The European Central Bank, too, will note that the world’s largest economy continues to expand, which could support export demand, but they remain focused on bringing down inflation in the eurozone. In essence, the latest US services report bolsters ...

... Government loans and subsidies for small and medium-sized businesses aimed at minimizing the effects of temporary closures and restrictions. Increased unemployment benefits, which helped citizens cope with financial difficulties, but increased the budget ... ... and reduce dependence on the dollar in trade relations. A weakening US currency could also have a positive effect on Russian export revenues, especially in the commodity sector. Other countries, especially those that hold significant dollar reserves, ...

... occurred over a short period, and investors have begun to fear overheating. The stock's valuation reached extremely high levels (P/E >> 50), making the shares vulnerable to even the slightest disappointment. Additionally, geopolitical risks (chip export restrictions to China) and limited production capacity add uncertainty. Hedge funds likely locked in profits after the grand rally of 2023, resulting in record low net longs on NVDA. Nevertheless, Nvidia remains fundamentally strong: it is practically ...

... alleviate price pressure. Overall, gas data have a pinpoint effect, primarily impacting the energy sector and the currencies of LNG exporters. Geopolitics: UN Security Council Meeting on Ukraine On Thursday, the UN Security Council will hold a meeting in New ... ....25 billion, nearly double last year’s level, driven by a mass return of tourists to Macau following the lifting of COVID-19 restrictions. Melco’s profit may turn positive: consensus for EPS is around $0.05-0.10 (versus losses last year). Investors ...