Global Economic Forecasts by Christophe Barraud
Christophe Barraud: Euro-zone growth remains solid as ECB considers another rate hike
The euro-zone is experiencing solid growth as the European Central Bank (ECB) considers the possibility of another interest rate hike, according to Bloomberg. Christophe Barraud shared this ...
Nvidia comes under pressure and Anthropic IPO to attract strong demand, Christophe Barraud notes
Nvidia is under pressure and Anthropic’s initial public offering is expected to be multiple times oversubscribed. The People’s Bank of China has pledged to increase policy support and the U.K. ...
Christophe Barraud: Anthropic targets $3 billion to $3.5 billion Japan offering
Anthropic is aiming to raise between $3 billion and $3.5 billion through a planned offering in Japan, according to Bloomberg. This update was highlighted by Christophe ...
Fed analyzes oil prices and core inflation in advanced economies, Fed states
The Federal Reserve has published an analysis exploring the relationship between oil prices and core inflation in advanced economies. Christophe Barraud shared this ...
Christophe Barraud: U.S. inflation data may signal rate-hike outlook
U.S. inflation data could offer insights into the prospects for future interest rate increases, according to a summary highlighted by the Wall Street Journal. Christophe Barraud, head of ...
Microsoft plans to end Oracle cloud rental agreement, Bloomberg reports
Microsoft is winding down its deal with Oracle to rent AI cloud capacity, according to Bloomberg. Christophe Barraud shared this update, citing the Bloomberg ...
Christophe Barraud: South Korea suspends brokerage margin maintenance to stem forced sell-offs
South Korea has suspended brokerage margin maintenance requirements to stem forced sell-offs, according to a report by Chosun. Christophe Barraud shared the information in a recent post. No ...
Post-midterm rotation influences chips and China markets, Bloomberg reports
A post-midterm rotation is impacting chip stocks while boosting China-related markets, according to a Bloomberg summary. Christophe Barraud, Head of Discretionary Management and Research at LIOR ...
Christophe Barraud: Bank of France official calls 0.4% GDP growth forecast optimistic
Bank of France's Moulin described the 0.4% GDP growth forecast for France as optimistic and said it is likely that this forecast will have to be revised down. Christophe Barraud relayed the ...
Oracle shares drop 3.5 percent after $10 billion stock offering, Bloomberg reports
Oracle has filed to offer $10 billion of common stock, according to Bloomberg. Oracle shares fell 3.5 percent following news of the $10 billion stock offering. Christophe Barraud shared this ...
Christophe Barraud: U.S. midterms, jobs data and BOE rate decision in focus for FX, bonds
Upcoming U.S. midterm elections, jobs data, and an expected Bank of England rate increase are in focus for foreign exchange and bond markets, according to the Wall Street Journal. Christophe ...
Magnificent 7 reports slower earnings growth than peers for Q3, Factset notes
Earnings growth for the so-called Magnificent 7 group of U.S. stocks is now below that of the other 493 S&P 500 companies for the third quarter, according to Factset. Christophe Barraud, Head of ...
Christophe Barraud: Amazon shares decline as spending increases and online business growth slows
Amazon shares declined following a jump in company spending and a slowdown in its online business, according to Bloomberg. Christophe Barraud shared the ...
Alphabet revenue miss triggers fresh concern on AI spending, Bloomberg states
Alphabet missed revenue expectations, sparking renewed concerns about escalating artificial intelligence spending, according to Bloomberg. Christophe Barraud shared the ...
Christophe Barraud: Big Tech earnings to test AI boom amid U.S. market turmoil
Earnings from major U.S. technology companies are expected to test the strength of the artificial intelligence boom in the midst of market turmoil, according to a report from Reuters. Christophe ...
Microsoft will offer buyouts to 60,000 workers amid U.S. cost-cutting, Bloomberg reports
Microsoft is planning to offer buyouts to 60,000 workers as part of a new initiative to reduce costs in the U.S., according to Bloomberg. Christophe Barraud shared this ...
Christophe Barraud: South Korean stocks now priced at half the level of Indonesian peers
South Korean stocks are now valued at half the level of their Indonesian counterparts following a decline in the country's technology sector, according to Bloomberg. Christophe Barraud, head of ...
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, ...
