Speaking in London
Productivity growth has been extremely uneven across companies
Nothing noted on monetary policy. He might be cheered by this weeks PMI's which look to give 2016 a good send off.
Productivity growth has been extremely uneven across companies
Nothing noted on monetary policy. He might be cheered by this weeks PMI's which look to give 2016 a good send off.
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EU politics - Orban lost the Hungarian election. Landslide opposition win. A positive for the euro at the margin.
ORCL faces short interest amid high debt & AI spend, but strong cloud growth & low P/E suggest value.
JPM's new initiative boosts shares 3.6%. Trading at a premium P/E, it yields 1.92% with steady growth.
Tesla's inventory swells to 8 weeks! Deliveries disappoint, robotaxi doubts loom. Investors watch closely.
Monday open levels, indicative FX prices, 13 April 2026 . As is usual for a Monday morning, market liquidity is very thin until it improves as more Asian centres come online ... prices are liable to swing around, so take care out there.
Meta's AI flywheel drives growth, but metaverse losses loom. At 21.5x P/E, is it a buy?
Micron's AI surge: 47% YTD gain, 74% gross margins, and strong analyst buy ratings signal continued upside.
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