海外研报
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GEN AI: TOO MUCH SPEND, TOO LITTLE BENEFIT?
Tech giants and beyond are set to spend over $1tn on AI capex in coming years, with so far little to show for it. So, will this large spend ever pay off? MIT’s Daron
海外研报
2024年07月10日
Getaways and giveaways
In June, total card spending per household was down 0.5% year-over-year, according to Bank of America internal data. Seasonally-adjusted total card spending dropped 0.1% month-over-month (MoM), but over the second quarter as a whole, total
海外研报
2024年07月12日
Investigating scope for Generative AI to drive upside for
Following the excitement around ChatGPT's launch and the proliferation of competitor Large Language Model (LLM)solutions, the commencement of what is likely to be large spend on infrastructure buildout (with tech giants and beyond
海外研报
2024年07月12日
Germany CAI Continues to Underperform Rest of Europe in June
Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found onour living page here.
海外研报
2024年07月12日
Global Markets Daily: French Elections: OATs Not Out Of the Woods
The results of the French legislative election second round surprised vsexpectations, with the left coalition winning the highest number of seats and
海外研报
2024年07月09日
European Equity Strategy
It's time for stock picking again: Europe's stock level dispersion and equities market breadth are just starting to recover from lows ( Exhibit 2 and Exhibit 6 ) amid recent investor focus on elections,
海外研报
2024年07月12日
Weakened consensus on monetary policy
Participants' agreement about the outlook for monetary policyand the labor market diminished again in the June meeting.
海外研报
2024年07月10日
Chile: Copper Exports and Weak Imports Supported the Trade Balance in June (Armella)
Bottom Line: The trade balance recorded a US$1,990mn surplus in June, strongerthan the US$1.60bn surplus in May and firmer than the US$1.44bn surplus a year
海外研报
2024年07月10日
Surprise MET Increase for Uranium in Kazakhstan
New MET Rates from 2025: The Government in Kazakhstan has introduced a new Mineral Extraction Tax (MET) for uranium, replacing the existing 6% flat rate MET
海外研报
2024年07月11日
Slow Boat from China Implications of Soaring Shipping Costs
At the southern tip of Africa, the warm water from the Indian Ocean meets the cool current coming up from the Antarctic, resulting in stormy weather. When first
海外研报
2024年07月12日
