This update covers the most important question this day: Are we headed towards a soft landing? Is this yet another Minsky moment? Should we let our guards down (start to decrease interest rates?).
1. Monday Macro View: Are we heading for a soft landing – PREMIUM
In this article, Osama Rizvi discusses the most important question haunting the markets lately: are we headed towards a soft landing? Some metrics might show that we are but deeper observation shows that headwinds remain.
2. Market Sentiment Tracker: Things Seem to be Improving? – FREE
In this week’s Market Sentiment Tracker look at various indicators and evaluate if things are getting better.
3. Baker Hughes’: Perspective in Q4 – Key Takeaways – PREMIUM
Our analyst Avik Chowdhury digs deeper into the recent numbers by Baker Hughes. It explains the company’s bookings and projects, upgraded services and recently implemented structural changes.
4. Halliburton’s Perspective in Q4: Key Takeaway – PREMIUM
Avik Chowdhury discusses the financials and cash flows of Halliburton . Despite the commodity price volatility and the current economic uncertainty, the energy operators choose oilfield service companies with high operational intensity. Find out more in the article.
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