7 juil.
• China's central bank buys gold for 20th consecutive month, signaling sustained safe-haven accumulation and undermining dollar demand amid geopolitical tensions #commodities #or #macro
• Kepler Cheuvreux upgrades Legrand $LEGRAND to buy on data center demand acceleration, validating infrastructure plays benefiting from AI capex cycles #actions #tech #bourse
• Victrex $VICTREX soars 15% after strong quarterly growth, illustrating resilience in specialty polymers amid industrial demand normalization #actions #industrie #marche
• Citi sees yen weakness tied to Japanese equity strength as carry trade unwind risks persist, signaling divergence between currency and stock market dynamics #forex #economie #japon
• Morgan Stanley initiates SpaceX coverage with overweight rating on Starlink growth and vertical integration synergies, validating bull case for Elon Musk's space-to-satcom convergence #actions #tech #spacex
• Capita stock plunges on guidance cuts, Keller Group rallies on infrastructure momentum, and NCC Group secures £170M buyout offer at 145p—signaling sector-specific rotation between defensive and cyclical plays #actions #bourse #m&a
• Kepler Cheuvreux upgrades Legrand $LEGRAND to buy on data center demand acceleration, validating infrastructure plays benefiting from AI capex cycles #actions #tech #bourse
• Victrex $VICTREX soars 15% after strong quarterly growth, illustrating resilience in specialty polymers amid industrial demand normalization #actions #industrie #marche
• Citi sees yen weakness tied to Japanese equity strength as carry trade unwind risks persist, signaling divergence between currency and stock market dynamics #forex #economie #japon
• Morgan Stanley initiates SpaceX coverage with overweight rating on Starlink growth and vertical integration synergies, validating bull case for Elon Musk's space-to-satcom convergence #actions #tech #spacex
• Capita stock plunges on guidance cuts, Keller Group rallies on infrastructure momentum, and NCC Group secures £170M buyout offer at 145p—signaling sector-specific rotation between defensive and cyclical plays #actions #bourse #m&a
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