Technology
Is Japan A Threat To The US Bull Market…
Greeting Q3 2024 Earnings Season…
A Continued Cool Wind From the East…
One of the best things about working at the world’s largest – and oldest! – market research firm is that the “vault” contains research on almost any conceivable topic. As such, I pen this short missive to flag to the GeoMacro clients three reports on the risk of tech regulation – relevant in the context of the October 8 US Department of Justice statement that it may look to force Google to divest parts of its business.
How Broad-Based Is GenAI-Related Investment…
Little Economic Impact From EU EV Tariffs…
Early Signs Of A Global Growth Relapse In September…
Insufficient Innovation: One Of Europe’s Sicknesses…
The Draghi report highlights sensible reforms that would address many of Europe’s productivity shortcomings. Whether European capitals heed Mario Draghi’s advices remains to be seen.
Semis Distort The Message From Global Growth Indicators…