It's a slow start to the data agenda for the new week. There is plenty ahead though:
- Weekly Market Outlook (24-28 March)
- Newsquawk Week Ahead: US PCE, Global PMIs, UK CPI and Spring Statement, BoJ SoO
It's a slow start to the data agenda for the new week. There is plenty ahead though:
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RIVN gets $1.25B Uber cash, but high burn rate & $20B valuation raise risks.
Nvidia's Huang sees Anthropic hitting $1T revenue by 2030, warns against AI fear-mongering.
U.S. is accelerating deployment of Marines and naval assets to the Middle East, with up to 8,000 personnel potentially involved. The move raises risks of escalation around key energy routes, increasing sensitivity in oil and global markets.
MELI's P/E of 42 hides growth potential; NTDOY down 36% on chip costs, but new games boost outlook.
WTO cut its 2026 trade growth forecast to 1.4% and GDP to 2.5% if Middle East tensions persist, citing energy disruptions and higher prices, with AI-related trade offering only partial offset to the slowdown.
Lilly's retatrutide shows 16.8% weight loss & improved blood sugar. High potential, but watch trial risks.
Nexstar's $3.5B Tegna deal cleared by DOJ, but states and DirecTV sue to block it.
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