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ASML–You Heard It Here First

🇪🇺 🇪🇺 You Heard It Here First: ASML will climb to €1200 per share in 12 months time

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ECB’s Rehn: Easing Possible In Summer

🇪🇺 🇪🇺 BREAKING: ECB’s Rehn Says Inflation Set To Enable Easing Near Summer

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Money Managers’ Equity Exposure Jumps

🚨 🚨 Active managers had less than 25% exposure to equities in late October when the S&P 500 was at 4,100. Today their equity exposure has jumped to 104% (leveraged long) with the S&P 500 above 5,100. This is their highest exposure since Nov 2021

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Investors Not Bothered About FTSE 100

🇬🇧 🇬🇧 The Big Money Is Not Bothered About UK stocks. Investors are making better money elsewhere: gold and Bitcoin have both hit records recently, as has the S&P 500, the Nasdaq and the Dow Jones. Europe’s Stoxx 600, Japan’s Nikkei 225 and Taiwan’s Taiex have all reached new all-time highs this year

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Shale Drillers Get Into AI

🚨 🚨 Even shale drillers are getting into AI. Nabors Industries uses a Corva program that makes split-second decisions to drill through rock, saving a human operator about 5,000 commands and increasing the speed by at least 30%

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India: Finance Professionals Are In Demand

🇮🇳 🇮🇳 Finance professionals in India are in line for higher salary hikes than those in Hong Kong and Singapore this year, underscoring how firms are tapping the nation’s economic boom as China slows, according to Bloomberg Intelligence

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US Gives Samsung $6 Billion

🇰🇷 🇰🇷 The US plans to award more than $6 billion to Samsung Electronics Co., helping the chipmaker expand beyond a project in Texas it has already announced

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China’s Home Prices Continue Slide

🇨🇳 🇨🇳 China’s home prices continued to fall in February, underscoring the challenge for authorities as they step up efforts to salvage the beleaguered market

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Forget The June Rate Cut Please

🇺🇸 🇺🇸 The probability of a June rate cut has moved below 60% after the higher-than-expected CPI/PPI reports. A week ago this probability was 74% and a month ago it was 82%

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