90 days: the rate pause gave way to September increases
In the rolling 90 days from 5 July to 2 October, central bank rate pauses gave way to September increases. Chip suppliers NVIDIA and Broadcom grew revenue, while energy…
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Quarterly Market Reviews
A 90-day account of economic developments, interest rates, politics and company results, assessed at the edition’s information date.
Showing 10–18 of 19 publications
90 days: the rate pause gave way to September increases
In the rolling 90 days from 4 July to 1 October, a pause in policy rates gave way to September increases, while technology demand faced higher financing and energy…
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Quarter: energy supply, tariffs and costlier loans
Over 90 days, energy supply disruptions, import tariffs and interest-rate decisions changed business conditions. Technology suppliers’ revenue grew while their customers invested heavily in equipment and data centres. The…
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Quarter: agreements face a test of supply and profit
Across 90 days, hopes of normalising supply met uneven energy flows, changing trade rules and higher interest rates. Technology suppliers reported real sales while customers faced the bill for…
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Quarter: dearer finance added to energy disruption
Across 90 days, June’s hopes of normalising supply met uneven flows, changing trade rules and higher interest rates. Technology results showed real demand, while customers still faced the bill…
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Quarter: energy and rate shocks reached profit expectations
Across 90 days, disruptions and a partial recovery in energy supply changed price expectations. In September the Fed and the European Central Bank raised policy rates, and final August…
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90 days: energy disruption reached rates and debt costs
Across 90 days, disruptions and a partial recovery in energy supply changed price expectations. In September the Fed and the European Central Bank raised policy rates, and final August…
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90 days: hopes of easier finance gave way to higher rates
Across 90 days, hopes of more reliable energy supply met renewed price and financing risks. Europe raised rates and the US followed yesterday. Stronger consumer sales offer a counterweight,…
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90 days: hopes for supply recovery gave way to higher costs
In June, there were hopes that agreements would help restore energy supply. By September, the picture includes both more expensive oil and another European rate increase. Meanwhile, technology suppliers…
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