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bullish
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Thematic (Sector/Industry)
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20 May 2024 16:52
Silicon Wafer Q124 Review, CY24 Outlook & Earthquake Risk
Q124 wafer shipments 2,834 MSI, -5% QoQ & -13.2% YoY. Revenues of top 4 were $2.2 billion, -10.4% QoQ & -20.8% YoY. Siltronic makes a good hedge...
William Keating
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bullish
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Macroeconomics
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18 May 2024 01:15
HEW: Resilient Data Test Dependency
UK wage data continues to surpass expectations, however, the Bank of England remains unfazed. There are concerns that premature rate cuts could...
Phil Rush
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303 Views
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bullish
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Macroeconomics
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17 May 2024 22:00
EA Inflation Eases ECB Cut in June
The final EA HICP inflation print confirmed the unsurprising stability at 2.4% in the April flash release. Energy price base effects will probably...
Phil Rush
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317 Views
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bullish
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Thematic (Sector/Industry)
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16 May 2024 16:10
Semiconductor Memory. Profits Return & Tailwinds Mount On Surging (& Very Similar) ASP Increases
Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron,...
William Keating
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148 Views
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bearish
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Macroeconomics
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16 May 2024 11:51
The Latest CPI Release Teases Markets
The April CPI inflation data, while improving market risk appetite, fails to resolve the continuing debate on the Fed and balance of risks...
Thomas Lam
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