IT shares were pulled lower on Friday by disappointing guidance from Micron Technology. It is worth emphasising: the rapid migration to 7nm chips is providing a big lift for Taiwan Semiconductor Manufacturing…
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By instinct, investors are apt to think of radical, left leaning political leaders as a risk, or a negative, for asset values. There are plenty of reasons why the election…
Jay Powell wants stronger residential investment, and that is what he is going to get. The housing market may have reached an inflexion point: construction spending should accelerate in H2….
The resilience of the UK economy in the face of chronic Brexit uncertainty has been impressive. Most of the surveys (business, consumer and housing) have been very poor, suggesting the…
The pace of technological change is accelerating and a large part of that is down to the rapid growth in specialised (AI) semiconductor chips. Faster chips were instrumental to the…
The mood music around trade negotiations has improved, but last week’s ‘reflation trade’ – led by a rally in financials and energy stocks – is being driven by a strong…
