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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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57 Views
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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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bearish
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Macroeconomics
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17 May 2024 05:05
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Broker
Finland: GDP figures surprise to the upside
The preliminary GDP figures do not list the demand components but are based on the monthly series of the Trend Indicator of Output.
Nordea
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142 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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