Goldman Sachs: Macro Outlook 2025
Goldman Sachs: Macro Outlook 2025 Read More »
As we enter the Christmas season once again, people all over the world will be out busily shopping for gifts for loved ones. While most of us look at this spending on a micro level, it is interesting to look at the macro trend in holiday spending. In our final Seaspray Private data insight for
Festive Focus: Christmas Spending in the US and Europe Read More »
This weeks news and Articles highlights how energy-intensive data centres could assist Ireland in achieving its green energy goals by fostering investments in offshore wind initiatives. Additionally, we take a look at COP29, detailing how its “Declaration on Water for Climate Action2 prioritises water in both global and national climate policies.
In this week’s news feature we highlight the role of technology, and crucially, the people who use it in protecting an organisation from cyber attack. Plus we look at published data from Ireland’s National Cyber Security Annual Update 2023.
The focus now shifts to the implications of a second Trump administration, particularly concerning tax policies, trade tariffs and deregulation efforts. Here’s what investors should be watching:
What will Trump’s re-election mean for global markets and Ireland? Read More »
In this week’s news feature, we focus our attention on the US presidential election and its impact on markets, investor sentiment and the various asset classes, plus the role played by elections historically . We also take a look beyond the election result itself, and at the probable political gridlock between the House and Senate
A Focus on – US Elections and what impact it may have on the markets for investors Read More »
In this week’s news feature we highlight Taiwan Semiconductor Manufacturing Company’s (TSMC) plans to expand across Europe and AMD launch a new AI chip that’s tipped to rival NVIDIA’s Blackwell chip.
The following are excerpts from two online articles which report on the global shift to clean energy technology, the challenges associated to that transition, and industry efforts to move away from fossil fuels generally .
A turning point on Climate investing Read More »
This week’s news covers one dominant story- the latest Federal Reserve interest rate decision. The news highlights the view that this latest action reflects the Fed’s belief that inflation will soon become a thing of the past, and that steps are necessary to bolster the labour market.
A Focus on – The Latest Federal Reserve’s Interest Rate Decision Read More »
This week’s news feature covers the ECB’s most recent interest rate decision and examines how the Federal Reserve is contemplating the upcoming FOMC meeting in view of the latest US core inflation figures. Additionally, we highlight the UK, which, despite being the fastest-growing economy in the G7 for the first half of the year, reported
Following the Federal Reserve’s Jackson Hole conference, attention this week shifts to the US labour market and its influence on Federal Reserve policy, now that inflation is under control. We will also examine the projected US employment data set for release this week and its likely impact on near term monetary policy.
A focus on – US Labour market and its influence on Federal Reserve policy Read More »
This week’s focus is on Nvidia’s latest earnings report, which highlights the semiconductor giant’s significant revenue due to big tech’s aggressive AI investment strategies, fueling a massive demand for Nvidia chips. Additionally, an MIT survey report emphasizes that while industry leaders are eager to adopt AI technologies, but not at the expense of governance, security,