Insights

Persistent challenges amid a push for affordability and autonomy Electromobility faced setbacks in 2024 as consumers grappled with rising inflation, which reduced disposable income, high interest rates that made financing expensive EVs even costlier, economic uncertainty that deterred large purchases such as cars, and persistent range anxiety. According to Cox Automotive, EV sales in the

Paradigm shift in defence spending amid heightened geopolitical uncertainty The return of Donald Trump to the White House is disrupting the global economic and geopolitical landscape. He is introducing trade tariffs on traditional US allies while pressuring NATO members to increase their defence spending. At the same time, he has expressed interest in gaining control

AI at inflection point after the DeepSeek breakthrough After two years of rapid progress in Artificial Intelligence, it had begun to seem as though the pace might lose momentum. Alphabet CEO Sundar Pichai alluded to this risk late-last year at the New York Times DealBook Summit, stating, “I think the progress is going to get

Trump trade wars begin with a twist The 47th President of the United States started his tenure cautiously regarding a key campaign promise – tariffs. Despite this initial reticence, he made his opening salvo over the weekend with levies on imports from key trading partners. However, he later postponed the implementation of some of these

SPX, Dow Jones and Nasdaq analysis We want to keep an eye on the stock market, as the indexes appear top-heavy on their respective daily charts. Take the SPX, for example: Source: www.tradingview.com We note that there is neckline support around the 5,880 level. This was briefly breached to the downside on 10 January but

Introduction The $SPX has experienced a remarkable two-year period from 2023 to 2024, appreciating by an impressive 52.64%. This is the best performance since the two-year period of 1997 and 1998. This sets the stage for an intriguing forecast for 2025. Can the market sustain this momentum and performance? History suggests that a third year

Paradigm Shift: Pivot to Easing, but Without Cohesion In response to the inflation surge fueled by pandemic stimulus, central banks tightened aggressively in recent years and kept rates high for a long time, to ensure they brought prices under control. However, as pressures abated, major central banks pivoted to less restrictive settings this year, initiating

Electricity companies surge in 2024 Riding on AI euphoria, Wall Street is up by around 25% in 2024, enjoying consecutive record highs. The US economy has remained strong, and interest rates have been coming down. The Trump-effect has further boosted the prevailing bullishness. The rally is largely concentrated around Big Tech, but the surge spills

Favorable Backdrop This has been a strong year for the streaming industry, with Netflix (NFLX.us) reasserting its dominance and legacy entertainment giants finally finding their footing. After making strategic changes, the industry leader was able to accelerate revenue and subscriber growth. Traditional media companies, with the exception of Comcast (CMCSA.us), managed to reach profitability in