PSA Today 5 Sep: Closing above 33,000 / MSFTs Starfield / Shin-Etsu chem, Oki Electric and GaN / Considering Ampere / Construction machinery / Invoice software – Nikkei 225 +0.30% | ¥$146.94: Main Points • Tokyo closes above 33,000 on tech share buying,… dlvr.it/Svf9Lr

The Commodities Feed: Oil spreads strengthen: Sentiment in the oil market remains constructive. Price direction in the immediate term will be dictated by what Saudi Arabia and Russia decide to do with their supply cuts [...] dlvr.it/SvdKxt

What you might have missed in August?: H1 23 Results and credit rating changes have broadly confirmed our recommendations. SBB remains the center of attention. [...] dlvr.it/Svd3vd

PSA Today Sep 4: China stimulus boost / Flash memory rally / The $69.99 video game / Construction machinery / Daikin and China / Enechange and wireless EV charging – Nikkei 225 +0.70% | ¥$146.31: PSA Today Japan Market Comment by Pelham Smithers, William… dlvr.it/Svbdl1

Flash Hebdo du 28 août au 01 septembre 2023: Commentaire du Marché Marché des Actions La Bourse Régionale des Valeurs Mobilières clôture la semaine de cotation en hausse. En effet, l’indice BRVM Composite a perdu 1,55% à 210,89 points. Quant aux deux… dlvr.it/SvbdjR

Breakfast Report - 04 September 2023: The Week Ahead   In Q2’23, Nigeria’s real GDP growth slowed to 2.51% y/y, 22bps lower than our estimate (Vetiva: 2.73% y/y) and 103bps lower than the Q2’22 outcome (3.54% y/y). While the agricultural sector expanded… dlvr.it/SvbY8m

$REC #Recticel SA Morning Notes : RECT BB: : RECT BB [...] dlvr.it/SvbMjR

FX Daily: The indestructible dollar: Today\'s US Labor Day holiday means that it has been a quiet start to the week in the world of FX. The dollar remains near its highs despite Friday\'s US NFP jobs report showing a jobs market moving better into… dlvr.it/SvbMcH

The Commodities Feed: Oil cuts and LNG supply risks: The oil market continues to move closer to US$$90/bbl. A possible rolling over of Saudi cuts could see it finally break this level. Gas markets will get some more clarity this week on Australian LNG… dlvr.it/SvZvyl

NIGERIA GROSS DOMESTIC PRODUCT - GDP expands by 2.51% y/y, oil sector lags: In Q2’23, Nigeria’s real GDP growth slowed to 2.51% y/y, 22bps lower than our estimate (Vetiva: 2.73% y/y) and 103bps lower than the Q2’22 outcome (3.54% y/y). We attribute this… dlvr.it/SvZ070

Mexican peso corrects: Dont panic!: USD/MXN has spiked higher on news that Banxico wants to start unwinding its short dollar position acquired through FX intervention. While the market may be correct in thinking that Banxico does not want the peso to be… dlvr.it/SvVHKp

The PSA Weekly Research Round up for the week ending 1 September 2023: Weekly Comment Summary Pelham Smithers notes the sharp slowdown in enterprise software growth in 2023 Q2. PSA Company Visits, Tours and Interviews • Visited / Contacted: Shin-Etsu… dlvr.it/SvTs5W

Gold gains after data fuels hopes of a Fed pause: Gold prices are moving higher following the latest batch of softer-than-expected US economic data, which has caused investors to trim bets on a Federal Reserve hike next month [...] dlvr.it/SvTTg2