Macquarie
Investing.com — OPEC is set to meet this week, and the group’s next decision could have notable implications for global markets, according to Macquarie strategists. The organization’s meeting this week comes at a time of heightened uncertainty, and should it decide to increase supply, strategists believe “the scales would tilt…
Investing.com — During the 2024 LME Week, was distinctly labeled the “least liked” metal among base commodities. A survey conducted by Macquarie confirmed this sentiment, with market participants indicating a preference to short nickel, while metals like and tin were seen as more favorable long positions. Despite this downbeat sentiment,…
Investing.com — Macquarie has initiated coverage on the Australian carbon market, focusing on how it works and its role in Australia’s efforts to cut emissions. As Australia aims to meet its goals under the Paris Agreement, the carbon market, especially through the Safeguard Mechanism, is crucial for reducing industrial emissions. …
Although a recession remains a possibility for the U.S., Europe “continues to barely avoid one and is thus in a more susceptible situation,” Macquarie analysts remarked in a Tuesday note. Europe’s economic fragility had largely been overlooked in recent weeks due to a lack of significant European and UK data,…
Investing.com — The US tight oil sector has shown remarkable resilience in 2024, especially within the Permian Basin, despite industry challenges such as a declining rig count and a wave of mergers and acquisitions (M&A). Analysts at Macquarie in a note dated Monday, flag the sector’s ability to maintain robust…
Arm Holdings (NASDAQ:), a subsidiary of SoftBank’s Group, is set to delve into the development of AI chips, aligning with CEO Masayoshi Son’s vision to evolve the conglomerate into a leading AI entity.According to a report by Asia Nikkei, the company plans to establish a new division for AI chips,…
