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Suhas Reddy
Energy Transition | AI | Shifting World Order
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Mint Finance
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India
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19 December 2023
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Macroeconomics
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bearish
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Macroeconomics
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16 May 2024 22:15
Dominant Dollar (Part 1): Strong Greenback Deters EM Equities
The strong dollar post-Fed rate pause in July 2023 benefits US economy but hurts export-focused businesses and emerging nations' current account...
Mint Finance
104 Views
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bearish
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Crude Oil
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09 May 2024 22:49
Balanced Fundamentals To Soften Crude Oil Prices
US crude oil inventory decreased, EIA predicts higher global liquid fuels production, and OPEC's spare capacity to remain around 4 million bpd...
Mint Finance
229 Views
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bearish
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Macroeconomics
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04 May 2024 00:08
Surprise Weakness Job Growth Brings Rate Cut Closer
US employment growth in April cools down and comes in lower than expected, Unemployment rate slightly above expectations, equities rally while...
Mint Finance
362 Views
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bullish
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Macroeconomics
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02 May 2024 23:00
Strong US Payroll Will Completely Crush Rate Cut Hopes
Fed maintains fund rates at 5.25%-5.5%, Despite high inflation Chair Powell stated that rate hikes are unlikely, Continued strength in the labour...
Mint Finance
184 Views
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bullish
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Thematic (Sector/Industry)
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26 Apr 2024 19:33
Widening Crack Spreads Enable Oil Refiners to Outdo Oil Explorers
Pure play crude oil refining and marketing firms outperformed integrated oil E&P companies during times of widening crack oil spreads.
Mint Finance
364 Views
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