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
Day: January 24, 2023
JPMorgan Sees End To Mechanical Bull
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
‘Stagflation!’ Screamed The PMIs
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
Tug Of War For The World
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
Lucky Europe, Unlucky Britain
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
