DBS: EM Asian Bonds Will Climb More

🚨 🚨 EM Asian Bonds To Gain More Than Global Peers: Emerging Asia bond spreads are narrow relative to Treasuries as the region has not faced “the same level of price pressures as the US,” said Eugene Leow, a Singapore-based senior rates strategist at DBS Group Holdings. “When the Fed finally re-calibrates lower, the external constraint on EM Asia central banks should turn less binding, allowing rate cuts to be delivered if needed.”

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Hedge Funds Are Buying Tech Stocks

🚨 🚨 Hedge funds’ exposure to US technology behemoths hit a record high following Nvidia Corp.’s estimate-thumping earnings report last week, according to Goldman Sachs Group Inc.’s prime brokerage

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Markets: Get Ready For Autumn

🚨 🚨 Get Ready: US asset markets seem to be setting us up for some big catalysts in the autumn. It’s only then that we’ll know whether inflation is coming down sustainably enough to allow the Fed to cut. It’s in September and October that we’ll have the trifecta of earnings, inflation prints that really matter, and an election season entering its final stages

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Dimon Warns About Private Credit

🚨 🚨 JPMorgan’s Jamie Dimon said he expects problems to emerge in private credit and warned that “there could be hell to pay,” particularly as retail clients gain access to the booming asset class. JPMorgan and other lenders have been competing against the $1.7 trillion private-credit industry, with giants such as Apollo taking on ever-larger deals

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This Energy Stock Is Going To Fly

🛢️ 🛢️ One of the best performing stocks in the underperforming energy sector looks ready for another potential up leg, according to the charts. This ETF has underperformed the S&P 500 thus far in 2024, but with a year-to-date gain of about 8.5%, it’s actually the fifth best sector out of 11

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AI: PwC Makes A Bold Move

🧠 🧠 BREAKING: Accounting firm PricewaterhouseCoopers will become the largest customer and first reseller of Microsoft-backed OpenAI’s enterprise product, as part of a new deal, The Wall Street Journal reported

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UBS Is Bullish On Oil, Gold And Copper

🚨 🚨 UBS favors Oil, sees more upside in Gold and Copper. “We see higher commodity prices ahead, and expect total returns of around 10% for broad commodity indexes over the next six to 12 months.” Which Is The Most Cost Efficient Way Amd What Are The Returns? Talk To Us Now Before Its Too Late

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Profit From AI And Copper

🚨 🚨 Copper is an excellent conductor of electricity, maximizing efficiency in transmitting and distributing power to servers and other equipment. Its high electrical conductivity makes copper ideal for power cables, busbars, and electrical connectors used extensively in data centers. Profit From AI and Copper. Talk To Us Now

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EURGBP Drops To Two Year Lows

🇬🇧 🇬🇧 BREAKING: The pound rose to the strongest level against the euro in almost two years as the Bank of England is increasingly expected to trail the European Central Bank in lowering interest rates

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Get Ready For The Rupee To Climb

🇮🇳 🇮🇳 A nascent rally in the Indian rupee has room to run on expectations that Prime Minister Narendra Modi will secure a strong mandate to execute pro-growth policies. The currency is set for a breakout and poised for its best month in almost a year. It will rally through its peak in March and hit 82 per dollar by the end of 2024, according to Malayan Banking Bhd

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