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Trading Desk: Looming Threat of Inflation and Rate Hikes
The US economy is currently experiencing robust growth, fueled by strong GDP numbers, significant investments in emerging technologies like AI, and increased defense spending. This
Trading Desk
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Trading Desk: Looming Threat of Inflation and Rate Hikes
The US economy is currently experiencing robust growth, fueled by strong GDP numbers, significant investments in emerging technologies like AI, and increased defense spending. This positive economic picture could be disrupted by a resurgence of inflation, however, potentially triggered by a combination of factors, including
Trading Desk: Mixed Signals This Earnings Season
US companies have delivered a strong earnings season, exceeding initial expectations. This positive performance is overshadowed by concerns about governmental actions like tariffs and interest rates, however, preventing us from fully embracing the good news. Earnings per share for companies in the S&P 500 are
Trading Desk: Companies Play Peekaboo On Trade Policy
The ongoing discussion surrounding tariffs is creating a sense of uncertainty for many companies. As businesses report their earnings, the topic of tariffs has become a recurring theme, with many executives acknowledging the potential impact on their bottom lines. However, a significant number of these
Trading Desk: Amazon’s AI Bet
Amazon’s recent Q4 earnings report paints a picture of a company doubling down on its AI ambitions, even as it faces some headwinds. While the company beat earnings estimates, its lighter-than-expected guidance and a hint of continued heavy investment in AI infrastructure sent ripples through
Trading Desk: Fed Holds Steady, Markets Shrug, Political Winds Blow
The Federal Reserve decided to hold interest rates steady at their recent meeting, pausing a series of cuts that began last September. This decision, while widely anticipated by market analysts, sets the stage for an interesting year in monetary policy, especially given the political climate.