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The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Stocks endured further volatility over the past week, as concerns over corporate spending on artificial intelligence and rising oil prices weighed on sentiment.
Is data centre capacity being built ahead of AI demand that will never arrive? Most projections cannot say, because they track chips shipped and projects announced. We take a different approach.
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Read Nuveen's weekly fixed income outlook on Fed rate hikes, oil-driven inflation and AI-linked credit...
AI's infrastructure boom is generating significant funding needs. Hear how Mohit Mittal, CIO Core Strategies, and Sonali Pier, Portfolio Manager, assess opportunities across data centers, chip fina...
Markets’ optimism bias has been given some life by news that Iran and Saudi Arabia are to hold talks, with Pakistan and Turkey mediating. Oil prices have dropped a little on the news.
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