Further evidence of inflationary risks in the US has strengthened the narrative for higher interest rates for a longer period, with sellers appearing among risky assets, while interest rate-sensitive stocks came under renewed pressure. The broad range of price pressures in the inflation basket was particularly concerning, posing a challenge for a market that desperately needs evidence of disinflation, says Chris Weston, an analyst at Pepperstone. #Giełda #Inflacja #TechnologieAI (translated)
Chris Weston
China continues to close the competitive gap with American companies in the areas of AI models, humanoid robotics, memory, and other links in the technology supply chain. According to Chris Weston of the Pepperstone firm, "China continues to close the competitive gap with American companies in the areas of AI models, humanoid robotics, memory, and other links in the technology supply chain." #Bourses #Technologie #Investissements (translated)
"The risk premium continues to rise following reports of significant deployments of U.S. military reinforcements in the Gulf. Furthermore, 'China's decision to reduce its exports of refined products,' as reported by news sources, 'complicates the energy situation further, risking to tighten regional markets and intensify competition for supply,' Mr. Weston emphasizes." #MarchésBoursiers #Économie #MoyenOrient (translated)
"Celles-ci incluent une baisse du taux du mécanisme de prêt supplémentaire garanti, qui réduit les coûts de financement et devrait stimuler le crédit. D'autres mesures ciblent les primo-accédants souscrivant des prêts immobiliers""Celles-ci incluent une baisse du taux du mécanisme de prêt supplémentaire garanti, qui réduit les coûts de financement et devrait stimuler le crédit. D'autres mesures ciblent les primo-accédants souscrivant des prêts immobiliers", note Chris Weston, du courtier Pepperstone. #MarchésFinanciers #Pétrole #Inflation