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Japan's Ministry of Finance has recently intervened in the foreign exchange market to support the yen.
There is a strong market belief that the AI trade will boost U.S. productivity so significantly that inflation will not be a problem for the foreseeable future.
The year-over-year growth rate of investment in computer and peripheral equipment in the U.S. has reached a 20-year high, driven by AI-related spending.
Deutsche Bank expects AI to drive U.S. productivity growth 50 to 75 basis points higher in the future.
Deutsche Bank does not expect the Federal Reserve to cut interest rates this year.
JetBlue has not generated positive cash flow for approximately six years.
Co-branded credit card remuneration accounts for at least one-third of the increased earnings and cash flow stability for major network airlines.
There is a growing concern that Asian reserve managers and Gulf Cooperation Council (GCC) countries may need to sell U.S. treasuries due to the strengthening U.S. dollar.
Domestic clients in the U.S., Europe, and the U.K. are buying their own government debt in phenomenal amounts, driven by attractive real yields.
Deutsche Bank forecasts that Brent crude oil prices will decline to a range of $80 to $85 per barrel by the end of the year.
The European Central Bank is expected to cut interest rates by 25 basis points in June.
Real wages in the U.S. are projected to turn negative as headline inflation increases.