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bullish
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Cross Asset Strategy
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17 May 2024 10:05
Gold's Next Leg Up And Why It Matters
China continues to buy gold while it sells US treasuries at a record pace. In the first quarter, China sold $ 53B or US treasuries and agency...
David Mudd
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596 Views
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bullish
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Tencent
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17 May 2024 05:01
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Syndicated
Tech Supply Chain Tracker (17-May-2024): Microsoft China AI teams may relocate due to US restrictions.
Microsoft AI teams relocating, Wi-Fi 7 advancements, Amazon's stake in Alchip, Kymco e-scooter launch, Tencent Cloud partnership, Veolia's...
Tech Supply Chain Tracker
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134 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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17 May 2024 01:24
Taiwan Tech Weekly: All Eyes on Nvidia Results Next Week; Microsoft Copilot Edge AI To Be Showcased?
Taiwan's earnings season is wrapping up but one of the most important companies for the market, Nvidia, is set to release results next week.
Vincent Fernando, CFA
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137 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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132 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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149 Views
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