Thursday 04/04/24

In MACRO NEWS, US inflation stays high and might delay our interest rate cuts (which might dent Sunak's bid for re-election), Eurozone inflation falls and more Baltimore repercussions emerge. In MEDIA NEWS, Bob beats Nelson, Paramount enters exclusive talks with Skydance and Spotify looks to raise prices again. In CAR NEWS, Tesla looks for gigafactory sites in India and Ford EV sales surge while Fisker's troubles worsen. In MISCELLANEOUS NEWS, Google considers charging for AI, the Taiwan earthquake underlines the need for diversification, the EU investigates Chinese solar manufacturers, the beauty industry slows down and Morgan Stanley decides to stay in Canary Wharf. AND FINALLY, I thought I'd bring you some very fancy potatoes...


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