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Market Watch: Second Wave – Odds on or odds against?
In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, delves into the possibility of a second wave of inflation. Dhar identifies three key factors contributing to this potential scenario: a tight labour market, financial conditions looser than anticipated, and robust aggregate demand. Dive deeper to learn more.
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Momenti cruciali
Economisti e portfolio manager di BNY Mellon Investment Management ripercorrono i momenti cruciali degli ultimi anni, spiegando come questi abbiano influenzato le tendenze macroeconomiche e di mercato.
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Cambiamento radicale per gli investitori azionari
Alan Edington di Walter Scott illustra le sfide cruciali che interessano i mercati azionari e spiega perché alcune società sapranno superarle.
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AI equity impact: already irrational?
Speculation on the influence of artificial intelligence (AI) pervades every corner today. Few industries seem untethered from its potential impact, likewise global productivity. BNY Mellon’s Global Economics and Investment Analysis (GEIA) team outlines its view on the economic implications of the new technology wave.
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Mettler Toledo: a picture of consistency
Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.
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Navigating shifting global equity markets
Finding long-term opportunity in global equity markets.
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AI: amica o nemica?
Scopri i principali fattori sull'adozione dell'Intelligenza Artificiale.
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Chip: una crisi in risoluzione
I chip dei semiconduttori sono fondamentali per l'economia globale e sono al centro di una guerra tecnologica tra Stati Uniti e Cina. Dove si registra la domanda più elevata? Scoprilo con MarketEye.