Uddrag fra Goldman/ Zerohedge/ Summary After the remarkable December flip-flop, when – just three months after the September ...

Morten Springborg Thought leader for trends and themes affecting the global economy and capital markets, C Worldwide Equity ...

Læs hele analysen fra Danske Bank her AI’s Sputnik moment ? A short Q&A on DeepSeek What happened? On 20 January the Chinese ...

Markets often behave inconsistently, with patterns that don’t make obvious sense between asset classes. This got Deutsche Bank’s Henry Allen thinking about what some of the most obvious dislocations ...

VDA – dead money NVDA has perforated the positive trend line that started in December 2023. Today the stock crashed ...

Uddrag fra Authers, FT DeepSeek matters so much because it calls into question two fundamental assumptions that have ...

Uddrag fra finanshusene BNP Paribas og Goldman, samt Bloomberg Bloomberg’s Mark Cudmore said earlier that the emergence of ...

Global Week Ahead:  Fed and ECB, Lunar New Year, 20% S&P Earnings Monday : China industrial profits and PMI,...Læs mere » ...

Goldman trader Jia Wen Tuea AI’s Sputnik Moment. Back in May 2017, AlphaGo (backed by Google) beat Ke Jie (world’s #1 Go ...

DeepSeek is something we are going to be talking about a lot this week and especially ahead of Mag 7 earnings where...Læs ...

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR ...

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR ...