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1 小时
The Commodities Feed: Crude continues its rally
Brent has broken above US$82/bbl. Falling US crude oil stocks and uncertainty over Russian oil supply following US sanctions, ...
think
6 小时
Rates Spark: Don’t expect the relief to last long
The market has now seen two better-than-expected month-on-month inflation numbers in a row now, on core PPI on Tuesday and ...
think
12 小时
EU considers Russian aluminium ban in new sanctions push
The US and the UK banned the import of metals produced in Russia in 2024. The EU has so far banned aluminium products, ...
think
18 小时
Eurozone industrial production ticked up in November
Nevertheless, country contributions to industrial production showed broad-based growth in the larger countries in November ...
think
16 小时
How AI could drive growth in European telecoms
Telecom companies have a good track record with automating services. AI offers an opening for automating customer service, as ...
think
19 小时
German economy sees its first two-year contraction since early 2000s
The German economy ended the year 2024 with another disappointment. The economy shrank by 0.1% quarter-on-quarter, marking ...
think
21 小时
FX Daily: Hot core CPI can resume support for the dollar
The US PPI surprised on the soft side, but that does not mean today’s CPI will send similar upbeat signals. We expect a 0.3% ...
think
14 小时
US inflation relief, but an extended Fed pause still looks likely
A better inflation outcome is to be welcomed, but the general strength of the economy means the Fed is likely to pause rate ...
think
18 小时
Five things to watch for healthcare and pharma in 2025
2025 promises to be a tumultuous year for the American healthcare and pharma sector. Increased scrutiny on pricing and the ...
think
16 小时
Increasing fibre take-up rate most important challenge for telecoms
The European fibre rollout is steadily progressing, but the key challenge for European telecoms now will be increasing the ...
think
16 小时
TMT growth takes centre stage
As a result of this, we expect at least 2% revenue growth for the European telecom sector in 2025. This is similar to the ...
think
16 小时
The Draghi report: The Good, the Bad and the Ugly
In our view, the Draghi report contains both good and bad proposals for the telecom sector, but it also reveals an ugly truth ...
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