Global Economic Forecasts by Christophe Barraud
France does not face Moody's downgrade following period of crisis, Moody's notes
France has avoided a downgrade from Moody's following a week of crisis, Bloomberg reported. Christophe Barraud, head of discretionary management and research at LIOR Global Partners, shared this ...
Christophe Barraud: Global AI trade faces pressure as oil rally continues
Global AI-related trade is reportedly coming under pressure at the same time oil prices are continuing to rise, according to Bloomberg. Christophe Barraud shared the update. Barraud serves as ...
China brands seize larger share in accelerating Europe car sales, Bloomberg reports
Car sales growth in Europe is accelerating, with Chinese brands increasing their share of the market, according to a report highlighted by Bloomberg. Christophe Barraud, head of discretionary ...
Christophe Barraud: Anthropic may spend $750 billion on computing costs, Bloomberg reports
Anthropic may spend $750 billion on computing costs, according to a report cited by Bloomberg. Christophe Barraud, Head of Discretionary Management and Research at LIOR Global Partners, ...
France bonds decline amid unrest, Bloomberg reports
France's government bonds dropped as ongoing riots heightened pressure on the authorities, according to a report from Bloomberg. Christophe Barraud, head of discretionary management and research ...
Christophe Barraud: UK inflation data could determine BOE November rate hike
UK inflation data could play a key role in determining whether the Bank of England will proceed with a rate hike in November, according to Bloomberg. Christophe Barraud, head of discretionary ...
CoreWeave stock decline exposes gap between AI fear and greed, Bloomberg notes
A recent report from Bloomberg highlighted that CoreWeave's stock wipeout has revealed a significant divide between attitudes of fear and greed within the AI sector. This development was shared ...
Christophe Barraud: Warsh boosts market expectations of U.S. Fed rate hold in October
Warsh has increased market expectations that the U.S. Federal Reserve will hold interest rates steady in October, according to Bloomberg. Christophe Barraud, head of discretionary management and ...
Fed Beige Book points to rising price pressures, Christophe Barraud reports
The latest U.S. Federal Reserve Beige Book indicates that price pressures are intensifying. Christophe Barraud shared this development, along with notes that Korea stocks have tumbled and ...
Christophe Barraud: 88.6% of Japan households expect prices to rise in one year, BOJ says
A Bank of Japan survey found that 88.6% of households in Japan expect prices to rise a year from now. Christophe Barraud, Head of Discretionary Management and Research at LIOR Global Partners, ...
U.S. mortgage bond funds experience significant outflow, Bloomberg reports
U.S. mortgage bond funds have experienced one of the worst outflows since 2021, according to Bloomberg. This information was shared on X by Christophe ...
Christophe Barraud: China debt burden limits space for economic stimulus
Christophe Barraud, head of discretionary management and research at LIOR Global Partners, flags that China’s increasing debt limits its ability to implement new economic stimulus measures. ...
S&P 500 to report Q3 earnings growth above 35 percent, Christophe Barraud notes
Christophe Barraud, head of discretionary management and research at LIOR Global Partners, highlights that S&P 500 earnings growth is likely to exceed 35 percent for the third quarter, according ...
Christophe Barraud: Rising interest rates deter housebuyers in Britain
Christophe Barraud, head of discretionary management and research at LIOR Global Partners, highlights that concerns over rising interest rates are deterring people in Britain from purchasing ...
AI sector nearing potential bubble burst, Christophe Barraud warns
Christophe Barraud, head of discretionary management and research at LIOR Global Partners, notes that Ray Dalio has indicated the artificial intelligence (AI) sector may be approaching a point ...
Christophe Barraud: Brazil real rises 3% on Bolsonaro first-round election lead
Christophe Barraud, head of discretionary management and research at LIOR Global Partners, highlights that Brazil's real has soared 3% following Jair Bolsonaro's lead in the first round of the ...
OPEC+ to maintain November oil quotas, Christophe Barraud confirms
Christophe Barraud, head of discretionary management and research at LIOR Global Partners, reports that OPEC+ has agreed to leave oil production quotas unchanged in November. A sub-group of ...
Christophe Barraud: Top Fed deputies deliver clear message to U.S. markets
Christophe Barraud, head of discretionary management and research at LIOR Global Partners, highlights that top Federal Reserve deputies have stepped in to provide a clear message to U.S. markets. ...
Fed decision on next move could take longer, Christophe Barraud notes
Christophe Barraud, head of discretionary management and research at LIOR Global Partners, highlights comments from Jefferson that suggest the U.S. Federal Reserve may require additional time to ...
Christophe Barraud: Investors weigh AI growth challenges amid profit concerns
Christophe Barraud, head of discretionary management and research at LIOR Global Partners, highlights investor concerns about artificial intelligence in the U.S. market, citing a scenario where a ...
China coal prices jump almost a quarter since mid-July, Christophe Barraud notes
Christophe Barraud, head of discretionary management and research at LIOR Global Partners, reports that coal prices in China have surged by nearly 25 percent since mid-July. The significant ...
