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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

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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

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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

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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

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