Pump Up the Volume Pump Up the Volume we are 1% away from a record high in the S&P 500 Bostic just on the tape recently talking about the possibility of rate cuts and the market is set for two rate Cuts yes the data is normalizing but look at these chips Taiwan semiconductor up 5.33% but that bids up the whisper number for NVIDIA so sales up 60% for tsmc what does that mean for NVIDIA what does that mean for the magic of AI data just breaking this is Michigan year ahead in inflation expectations pipping higher that is not what the FED wants to see and I got to hand it to Elon Musk last week he ...
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here are three things you may have missed in China this week president shenping urged French leader Emanuel macron to avoid a new Cold War during his 5-day trip to Europe she dismissed concerns about overcapacity as the European Union pursues a Litany of probes into Beijing State subsidies for its clean Tech Industries tensions between the Philippines and China over disputed territory in the South China Sea are heating up Beijing threatened to relas audio of a purported phone call with a Philippine military official that Chinese officials say is evidence of an agreement between the two countries Nila has questioned the veracity of that claim the rally in Chinese equities is stalling after a rebound from multi-year lows ...
in addition to losing two Tory MPS in 2 weeks the prime minister’s been on the receiving end of some of the biggest byelection swings in history he’s also lost 1500 Tory counselors half of his party’s Mayors and a leadership election to Ace how many more times do the public and his own MPS need to reject him before he takes the hint well Mr Speaker this time last year reminded him of uh some advice actually from his own Mentor Tony Blair who had said who had said at the time that he can be as cocky as he likes about local elections but come a general election it’s policy that counts Mr speaker now
we reject the claims to superiority of any state or Alliance we know what these excessive Ambitions can lead to Russia will do everything to prevent a global confrontation but at the same time we will not let anyone threaten us our strategic forces are always on combat alert
are you still interested in Tik Tock and are you putting together the financing to get that Dale done well I’m still very interested in buying it and to the extent they want to sell it or spin it off we very much want to pursue that does the deal still work if the algorithm doesn’t come with Tik Tok well the Chinese government has been very clear that they won’t give an export license on the algorithm and I understand that we have sensitive technology that we don’t want to transfer to them and they don’t want to transfer this to the US um I I’ve actually spoken to a lot of tech companies on working about rebuilding this ...
is June a live meeting all meetings are live so is June likely Ah that’s a different question that’s different I I think the key points I would make is that we have changed our view on the likely Persistence of of inflation on the second round effects and it’s good news we think that we think there’s there’s evidence there to suggest they will be less pronounced than we thought they would be but that’s a judgment and we you for me I’m now looking at you particularly these three key indicators Services inflation pay and the quantity side of the labor market to really judge this persistence question how it will evolve
rates may fall more sharply than the market had anticipated that is the message from the bank of England Governor Andrew Bailey and the Deputy Governor jumped on board for a rate cut so the momentum is rising for other central banks to cut Rick Bank cut along with the SNB and now the narrative doish narrative from the bank of England here in the United States jobless claims are the highest since August of last year was it an anomaly was it because everybody had holidays for the kids and they could claim unemployment or is it something deeper either way the bond market priced on that are you booking your Airbnb it’s the biggest decline in a year ...
this is a political decision the administration on a second track has to make a determination of whether Israel is using weapons that we have given them many billions of dollars of weapons uh just in this conflict in a legal way but this is political pressure because the administration uh felt that Israel was trying to rush into a major offensive in uh Rafa right on the Egyptian border where the remnants of Hamas and some 1.4 million gazan CI are all located without listening to the administration which wants a very different kind of campaign if any at all so this was political pressure
sales have actually been sort of uh pretty resilient in in Europe uh and for for BMW in particular I think uh in addition to the manufacturing costs that that you flagged uh the weakness in China is is notable I think uh a 4.1% uh decline in the quarter for BMW in China uh for for the the main brand I think that’s something that we’re seeing uh really sort of universally at this point where if you’re an international car company in China uh you’re you’re not seeing uh the growth that you became accustomed to over decades it’s it’s really tough sledding there um what’s the story on Toyota this is a company that is very consistently ...