In MACRO & OIL NEWS, we consider Carney's victory, Germany's improved mood and Elliott's bet on BP. In TARIFF NEWS, we look at the tariff effects on China and automotive, retail, consumer goods and pharma companies. In ON THE HIGH STREET, Ikea's set to open on Oxford Street, Starbucks feels the pinch and Greggs' ambitions are set high. In MISCELLANEOUS NEWS, Samsung beats expectations, Spotify adds subscribers, UPS slashes headcount and A&O Shearman is one year post-merger. AND FINALLY I bring you the right way to make bruschetta (from Italians)...
A look back at the news from the week commencing Tuesday 22nd April 2025...
Thoughts for the week ending April 25th 2025...
Home › Forums › Watsonβs Daily Chat › Not The Time To Cash In Your Chips π
Tagged: Chip, Inflation
Chipmakers are facing a two-year shortage of critical equipment as the supply chain struggles to step up production. Should chipmakers be expanding or is this part of a larger trend of low-interest rates in an inflationary world?
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