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News
Nvidia earnings Five questions investors should ask
1+ hour, 38+ min ago (766+ words) To provide you with a good experience we sometimes place small files known as cookies on your computer. A cookie is a text file made up of letters and numbers that allows us to distinguish your browser/device from another…...
Jackson hole
2+ day, 2+ hour ago (523+ words) To provide you with a good experience we sometimes place small files known as cookies on your computer. A cookie is a text file made up of letters and numbers that allows us to distinguish your browser/device from another…...
Commodities Weekly Weather war and debt broaden the commodity rally
2+ day, 19+ hour ago (811+ words) Certaines données collectées par ce prestataire sont utilisées à des fins de personnalisation et de mesure de l'efficacité publicitaire. Ce dernier peut notamment utiliser les adresses IP pour l'analyse des performances et la personnalisation des annonces. Head of Commodity Strategy…...
AI beyond tech What Q2 earnings told investors about the widening AI trade
3+ day, 2+ hour ago (915+ words) For much of the last few years, investing in artificial intelligence has largely meant technology: Nvidia, semiconductors, memory, networking and the hyperscalers themselves. That definition is becoming too narrow. An AI data centre does not run on GPUs alone. It…...
When bond markets need support hard assets start to look harder
3+ day, 20+ hour ago (416+ words) Head of Commodity Strategy In other words, this is not quantitative easing and should not be interpreted as such. The Treasury will continue issuing debt to fund these operations, and the buybacks are not expected to materially reduce overall privately…...
Nvidia’s moat is getting attacked from multiple sides
3+ day, 20+ hour ago (1109+ words) CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 60% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether…...
The robot boom is bigger than humanoids: mapping the companies behind it
4+ day, 17+ hour ago (1095+ words) Nvidia, Cognex, Fanuc and specialist component makers provide very different ways to gain exposure to the same theme. The key question is not only which robot wins, but which parts of the value chain remain scarce and valuable. Robots can…...
Copper versus gold what an old macro signal is telling us now
5+ day, 20+ hour ago (1057+ words) Head of Commodity Strategy For decades, the relationship between copper and gold has been used as a shorthand indicator of the health of the global economy. Copper represents growth, construction, manufacturing and investment, while gold represents safety, monetary uncertainty and…...
Luxury stocks are on sale. But is anything actually cheap?
5+ day, 20+ hour ago (1050+ words) China is not disappearing as a luxury market, but consumers are becoming more selective about where they spend. Years of price increases have tested the limits of what aspirational customers are willing to pay. Falling shares improve valuations, but Hermès,…...
Why higher yields are changing the investment playbook
6+ day, 2+ hour ago (1056+ words) For much of the post-global-financial-crisis era, investors operated under an implicit assumption: capital was abundant. We think that regime is becoming more complicated. The global investment cycle now requires significant capital across several competing areas. None of these trends is…...