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Archives by Year:
Nvidia Predicts Artificial General Intelligence In Five Years: Recap Of Nvidia GTC Conference Day Two
After a landmark first day at #GTC2024, conference attendees got into the meat of Nvidia’s (NVDA) hundreds of talks, workshops and sessions on Tuesday 19th.Among the highlights of the day were Microsoft GenAI vice president Sébastien Bubeck discussing Large language models (LLMs) versus smaller models, and a spotlight on how healthcare is embracing generative AI […]
The Federal Reserve Interest Rate Projections Are Not Working Like People Think
The Federal Reserve has an FOMC meeting tomorrow and there are stories out already saying what they are likely to do. Everyone gets obsessed about how the Fed may change its FOMC statement and its predictions on how many rate cuts it may make when it does eventually lower interest rates. I believe that none […]
General Mills Exceeds Expectations With $5.1 Billion In Q3 Revenue
Image Source: Unsplash General Mills, Inc. (NYSE: GIS) has recently divulged its fiscal 2024 third-quarter results, reflecting a mixed bag of financial health. Amidst an increasingly challenging market landscape, this report provides a deep dive into the company’s quarterly performance, expectations analysis, and forward-looking guidance. General Mills Reports 1% Drop in Net Sales, Clocking in at $5.1 […]
Boeing Reportedly Wants To Cut Spirit Aerosystems Ties With Rival Airbus
Boeing Co (BA) is in focus today following a report that it’s exploring ways to cut or at least minimise Spirit AeroSystems Inc ties (NYSE: SPR) with rival Airbus SE. Spirit and Airbus have held exploratory talksThe aerostructure manufacturer currently drives about 20% of its revenue from Airbus – which may mean a hurdle for Boeing in acquiring $SPR.Therefore, […]
Deepfakes Are Still New, But 2024 Could Be The Year They Have An Impact On Elections
Disinformation caught many people off guard during the 2016 Brexit referendum and US presidential election. Since then, a mini-industry has developed to analyze and counter it.PexelsYet despite that, we have entered 2024 – a year of more than 40 elections worldwide – more fearful than ever about disinformation. In many ways, the problem is more challenging than it was in […]
Quarterly S&P 500 Dividend Futures Rise, Signal Potential Turbulence Ahead
If you want to explain why the S&P 500 has been rising, you don’t have to look far beyond how the expectations investors have for the index’ dividends have been changing over the last several months.We last presented our regularly scheduled winter snapshot of the expected future for the quarterly dividend payouts for the S&P 500 (Index: SPX) […]
What A Shift In Fed Dots Would Mean For G10 FX
In advance of tonight’s FOMC meeting and new economic projections, we take a quick look at what any shift in the Fed’s Dot Plots would mean for G10 FX. Correlations between expectations for the Fed easing this year and G10 FX are strongest for USD/JPY. Were the median Fed expectation for easing this year to shift […]
Dollar Extends Gains Against The Yen But Broadly Firmer Ahead Of The FOMC
Image Source: Pixabay Overview: The US dollar remains bid ahead of the outcome of today’s FOMC meeting. No change in policy is expected, but the forward guidance, partly delivered in the updated projections, is the focus. In the last iteration (December), the Fed “dot” was for three rate cuts this year. Japanese markets were closed for a […]
Profiling A ‘Real Assets’ Portfolio During The Recent Inflation Surge
The sharp runup in US inflation in 2021-2022 revived the idea that a so-called real assets portfolio is crucial for asset allocation strategies. But with the peaking of inflation in mid-2022, the outlook has turned murky for a dedicated focus on assets that are expected to benefit from higher pricing pressure.PixabayFor perspective, let’s assume that a real […]
Canadian Dollar Declines Amid Falling Inflation
Photo by Michelle Spollen on Unsplash As of Tuesday’s stock market close, the Dow Jones Index (US30) was up 0.83%, the S&P 500 Index (US500) added 0.56%, and the Nasdaq Technology Index (US100) closed positive 0.39%.The Federal Open Market Committee (FOMC) will hold its Wednesday monetary policy meeting today. The Fed had initially planned to begin cutting rates in March. However, stronger than expected US inflation […]
