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Trading Desk: Planet Wall Stret

The world’s financial landscape is undergoing a dramatic transformation — with the United States emerging as an undisputed behemoth. Ruchir Sharma, chair of Rockefeller International,

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Trading Desk: When Will The Fed Find “Balance?”

The financial world is abuzz with speculation about the future direction of the US economy. Stocks are surging, bonds are fluctuating, and everyone is trying to predict the impact of the incoming administration. At the center of this economic puzzle lies a concept as elusive

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Trading Desk: NVDA Slowing But Far From Over

Nvidia, the world’s most valuable chipmaker, recently announced its latest earnings report, and while it still showed impressive growth, it also signaled a potential slowdown. This news has caused some ripples in the tech world, with Nvidia’s stock price dipping and other chipmakers feeling the

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Trading Desk: The Fed Isn’t Done

Bank of America CEO Brian Moynihan recently expressed his support for Federal Reserve Chair Jerome Powell, downplayed concerns about the Fed’s independence, and offered his outlook on future rate cuts. This comes at a time when the banking sector is navigating a changing economic landscape

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Trading Desk: Can Earnings Guidance Show Us The Future?

Earnings guidance. It’s become a staple in the financial world, a regular ritual accompanying every quarterly earnings report. But this seemingly modern practice of companies predicting their future performance is actually an age-old tradition dressed up in new clothes. So, is it truly a crystal

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Trading Desk: Palantir’s Vision

Palantir, the enigmatic data analytics firm, has once again defied expectations. The company’s recent earnings call wasn’t just a financial report; it was a declaration of intent, a glimpse into the future of AI and global strategy as envisioned by its unconventional CEO, Alex Karp.

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Trading Desk: The Economy Hears Its Magic Word

The US economy has been a study in contrasts, a tale of two sectors. While the services sector hums with activity, fueled by consumer spending and a robust labor market, the manufacturing sector has been mired in a two-year slump. This divergence has created an

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