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Day: January 24, 2023

Cloudy Forecast Undercuts Microsoft’s ‘Better-Than-Feared’ Results

Cloudy Forecast Undercuts Microsoft’s ‘Better-Than-Feared’ Results

January 24, 2023January 25, 20233 min read

It’s a good thing Microsoft has a ~$13 billion inside line on the future of generative AI, because “back” here in the present day, revenue

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JPMorgan Sees End To Mechanical Bull

JPMorgan Sees End To Mechanical Bull

January 24, 2023January 25, 20232 min read

Eventually, “risk markets will have to reconnect with the late-cycle backdrop.” That’s according to JPMorgan analysts led by Marko Kolanovic, who last week warned that

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‘Stagflation!’ Screamed The PMIs

‘Stagflation!’ Screamed The PMIs

January 24, 2023January 29, 20233 min read

I’m not sure where we are this week when it comes to the good news-bad news dichotomy for the US economy. Last week, bad news

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2 Comments on ‘Stagflation!’ Screamed The PMIs
Tug Of War For The World

Tug Of War For The World

January 24, 2023January 25, 20235 min read

Simmering superpower tensions were on display this week, casting doubt on the notion that Washington and Beijing are keen to dial down dangerous rhetoric and

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6 Comments on Tug Of War For The World
Lucky Europe, Unlucky Britain

Lucky Europe, Unlucky Britain

January 24, 2023January 24, 20235 min read

Against the odds, and with a little help from an unusually accommodating Old Man Winter, Europe might avoid a recession. The UK probably won’t be

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