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U.S. Inflation: New Turbulence?
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U.S. Inflation: New Turbulence?

8, 9 The U.S. economic and CPI data have debunked the previous recession trading and excessive interest rate cut trading. Will the pace of the Fed's interest rate cuts change? We believe that two 25bp...

Nvidia's Record High: Post-Fed Cut, US Stock Logic Shifts
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Nvidia's Record High: Post-Fed Cut, US Stock Logic Shifts

The Federal Reserve's interest rate cut and optimistic expectations for a soft economic landing have reignited risk appetite, leading to a rebound in US technology stocks since September after a turbu...