🌎#copper
copper production in Chile (million tons) = 18-year low
*Chile is the largest producer of copper in the world = 27% of the global copper production
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Wood Mackenzie: decarbonisation demands a lot of copper, but copper supply will shrink without investment in new production
early: CAPEX across commodities continued to fall
copper production in Chile (million tons) = 18-year low
*Chile is the largest producer of copper in the world = 27% of the global copper production
————————————
Wood Mackenzie: decarbonisation demands a lot of copper, but copper supply will shrink without investment in new production
early: CAPEX across commodities continued to fall
❗️🇺🇸#FRC #banks #us #bailout
newbankruptcy rescue of a major American bank is on the way
U.S. officials lead urgent rescue talks for First Republic - sources
White House: deposits at regional banks have stabilized and the Biden administration can use the same tools it used in recent weeks to address financial stress if needed
new
U.S. officials lead urgent rescue talks for First Republic - sources
White House: deposits at regional banks have stabilized and the Biden administration can use the same tools it used in recent weeks to address financial stress if needed
🌎#stocks #commodity #opinion
Goldman Sachs says that investments in the commodities sector may have huge upside in the next year as China's economic reopening accelerates
Investors should own metals and mining stocks #mnm
Goldman forecast a 30% increased in the S&P GSCI
Goldman Sachs says that investments in the commodities sector may have huge upside in the next year as China's economic reopening accelerates
Investors should own metals and mining stocks #mnm
Goldman forecast a 30% increased in the S&P GSCI
🌎#markets #world #flow
weekly financial flows - BofA -EPFR (week through Apr. 26):
WORLD STOCKS = +$0.023B #stocks
WORLD BONDS = +$7.4B #bonds
WORLD CASH = +$52.3B #cash
GOLD = +$0.2B #gold
CHINA STOCKS = +$6.1B = biggest inflow since Jan, 2022 #china
TECH STOCKS = +$1.2B = biggest inflow since Nov, 2022 #tech
US BONDS = +$3.7B = consecutive weeks of inflows #us
weekly financial flows - BofA -EPFR (week through Apr. 26):
WORLD STOCKS = +$0.023B #stocks
WORLD BONDS = +$7.4B #bonds
WORLD CASH = +$52.3B #cash
GOLD = +$0.2B #gold
CHINA STOCKS = +$6.1B = biggest inflow since Jan, 2022 #china
TECH STOCKS = +$1.2B = biggest inflow since Nov, 2022 #tech
US BONDS = +$3.7B = consecutive weeks of inflows #us
🔥🇺🇸#inflation #us #monetarypolicy
BBG: PCE and Core PCE indicate ongoing inflationary pressures in the US, strengthening the case for another interest rate hike by the Fed
*personal consumption expenditures price index (PCE) - Fed's preferred measure
BBG: PCE and Core PCE indicate ongoing inflationary pressures in the US, strengthening the case for another interest rate hike by the Fed
*personal consumption expenditures price index (PCE) - Fed's preferred measure
❗️#stocks #us #insider #activist
Goldman identified 116 US companies with Mcap > $5B, that are vulnerable to an activist attack.
Goldman analyzed companies in the Russell 3000 index over 17 years and found that activists seize upon companies that are underperforming in four areas: sales growth, valuation, net margin, and two-year stock performance.
*activist investors buy large stakes in companies to push for changes and improve financial performance. While some see them as a force for better management and shareholder value, others criticize them for being too focused on short-term gains
Goldman identified 116 US companies with Mcap > $5B, that are vulnerable to an activist attack.
Goldman analyzed companies in the Russell 3000 index over 17 years and found that activists seize upon companies that are underperforming in four areas: sales growth, valuation, net margin, and two-year stock performance.
*activist investors buy large stakes in companies to push for changes and improve financial performance. While some see them as a force for better management and shareholder value, others criticize them for being too focused on short-term gains
❗️🌎#ai #world #macro #forecast
AI technology may eliminate 26M jobs over next 5 years — JPMorgan
over the next 5 years, nearly a quarter of all jobs will change as a result of AI — WEF
Green transition will provide opportunies for job creation #renewable
AI technology may eliminate 26M jobs over next 5 years — JPMorgan
over the next 5 years, nearly a quarter of all jobs will change as a result of AI — WEF
Green transition will provide opportunies for job creation #renewable