Analysts will be looking at the second decimal point on today’s release to infer whether tomorrow’s number is on consensus at ...

Even German consumers are brightening up. Consumer confidence increased to the highest level in two years at -24.2 in May, ...

Positive risk sentiment is helping yields up. The US PCE data is likely to drive yields in the rest of the week ...

The AI revolution is driven by spectacular increases in computing speeds. Semiconductors are therefore an important element ...

Household purchasing power is rising, but we are still waiting for a significant pick-up in consumption According to the ...

We expect many sector-specific AI solutions to emerge. Given economies of scale, early leaders like Microsoft will likely ...

We think data centre capacity will grow by 10% a year, facilitating growth of the market for AI services, facilitating growth ...

Today, some Generative AI services are rather expensive. We expect the prices of these services to come down, in line with ...

The latest AI models require spectacularly large datasets. In this article, we discuss leading data sources as well as the ...

All in all, today’s Ifo index brings back more optimism for the German economy. The cyclical trough is behind us but this ...

All in all, today’s Ifo index brings back more optimism for the German economy. The cyclical trough is behind us, but this doesn’t necessarily mean that a strong recovery is imminent as structural ...

For once, US-eurozone divergence in data has come to the benefit of EUR/USD, which is attempting consolidation at 1.0700 this ...