Hedge Funds Are Shorting Stocks

🚨 🚨 Hedge funds, for instance, stepped up bearish wagers against individual stocks, with short selling rising at the fastest pace in six months, according to data from Goldman Sachs Inc.’s prime brokerage unit

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BofA: This Chip Stock Is Ready For Its AI Moment

🚨 🚨 Bank of America says this chip stock is ready for its AI moment

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MCD To Buy Restaurants From Israel Franchise

🚨 🚨 McDonald’s will buy all 225 restaurants from Israel franchise following pro-Palestinian boycott fallout

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Cybersecurity: Buy This Or Lose

🚨 🚨 Over the last five years, this cybersecurity play has climbed close to 400% and we see further upside of at least 30% over the next 12 months

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El-Erian: Fed Has Lost Sight

🚨 🚨 The U.S. Federal Reserve has become too data dependent and has lost sight of its overall strategy, Mohamed El-Erian, chief economic adviser at Allianz, said Friday. “Rather than be strategic, this Fed is overly data dependent, and has turned into a play-by-play commentator”

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Goldman Still Sees Three Rate Cuts

🚨 🚨 Goldman Sachs Chief Economist Jan Hatzius said that he still expects three interest rate cuts from the Federal Reserve this year

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Citi Bearish ON CHF/JPY

🚨 🚨 Citi Research says they are largely bearish on the CHFJPY in the medium to long term, with SNB’s recent decision being a significant factor influencing this stance

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Yen Bears Beware

🇯🇵 🇯🇵 Yen Bears Beware: Kazuo Ueda told the Asahi that inflation momentum will strengthen from the summer, signaling the possibility of a rate hike in the second half

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