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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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144 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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154 Views
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bearish
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Macroeconomics
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10 May 2024 09:56
The Art and Science of Data Dependence
The latest data tug-of-war, though relatively murky and uneven, implies emerging hints of less forward momentum with patches of softness.
Thomas Lam
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269 Views
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bullish
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Cross Asset Strategy
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08 May 2024 14:10
New Release: Fund Positioning Chart Pack
The latest trends in active equity fund positioning, from Indonesian activity among Asia Ex-Japan funds to sector dispersion among active US funds.
Steven Holden
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213 Views
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bearish
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Macroeconomics
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02 May 2024 12:02
Fed Snap (May 1 Meeting): Current & Future Takeaways
The Federal Open Market Committee deliberates, while Chair Powell buys time, as financial markets move back-and-forth anxiously.
Thomas Lam
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