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Manufacturing

Will Commodities Continue To Rally?
The recent rally in commodity markets is drawing the attention of the investment community and financial media. It’s not just cocoa – which has experienced a staggering 118.4% year to date increase that has further pushed up its price gains to 342% since…
Daily Insights
Base Effects Boost Chinese Industrial Profit Growth
Chinese industrial profit growth surged to 10.2% y/y in the first two months of the year after having contracted by 2.3% in 2023. Does this rebound in profits suggest that investors should become more optimistic about the Chinese economy and risk assets? A…
Daily Insights
US Durable Goods Orders Rebound In February
US durable goods orders delivered a positive signal for the business spending outlook.  The 1.4% increase in new orders for durable goods in February marks the first expansion in three months and beat expectations of a 1.0% rise. Increases in new orders…
Daily Insights
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Second Quarter 2024 Strategy Outlook: Balancing Act

In this Strategy Outlook we examine why, contrary to popular perception, the odds of a global recession over the next 12 months are rising not falling.

Global Investment Strategy by Peter Berezin
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Chatting With A Chatbot: A Year Later (Part II)
Special Report

GAI is a powerful force that will revolutionize the global economy and we are sold on this long-term investment theme. To partake in the upward momentum, we recommend a nuanced approach. The GAI infrastructure cohort is now overbought - there should be a better entry point. The models and applications companies and early adopters are less of a crowded trade and offer more opportunities.

US Equity Strategy, Geopolitical Strategy by Irene Tunkel
A Beacon Of Optimism In Sweden?
Swedish economic data is usually good at sniffing out the outlook for global growth. Looking at a broad swath of indicators, from domestic conditions to barometers of external demand, our colleagues from BCA’s Foreign Exchange Strategy and Global Investment…
Daily Insights
US Manufacturing PMI Exceeds Services For First Time In 14 Months
The flash PMI estimates for March produced a mixed update on manufacturing and service sector activity in the US and Eurozone.    In the US, the results suggest that growth is more resilient in the manufacturing sector than in services. The…
Daily Insights
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What Is Sweden Telling Us About The Global Cycle?
Special Report

In this joint Foreign Exchange Strategy and Global Investment Strategy Special Report, we assess economic activity in Sweden, a highly cyclical and trade-oriented economy, and its implications for the global growth outlook.

Foreign Exchange Strategy, Global Investment Strategy by Melanie Kermadjian, Chester Ntonifor
Are Taiwanese Export Orders Sending A Warning?
The 10.4% contraction in Taiwanese export orders for February delivered a negative surprise to expectations that the pace of expansion would slow from 1.9% y/y to 1.2% y/y. However, investors should not read too deeply into this weaker-than-anticipated…
Daily Insights
China IP Growth Tops Expectations But The Property Market Remains Frail
Chinese economic data for the first two months of the year were mixed. On the one hand, industrial production and fixed asset investment growth came in above consensus estimates, accelerating to 7.0% y/y (vs. expectations of 5.2% y/y) and 4.2% y/y (vs.…
Daily Insights

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