The global economy is giving mixed signals. Indicators have improved in the Eurozone where economic activity touched a 11 months high but manufacturing in Germany and Japan remains weak. U.S.’ economy is resilient but some important indicators, such as Money Supply, are on the down side. Baker Hughes cash flow from operations increased by 70% in Q1 2024 compared to a year ago but what is the company planning ahead? Find out this and much more in this update!
1. Monday Macro View: Navigating the Tepid Twenties – PREMIUM
In this week’s Monday Macro View, we explore the recent developments discussed during the IMF and World Bank spring meetings and their implications for the global economic landscape. The narrative surrounding global economic health is one of cautious optimism, tempered by significant long-term concerns that could shape the next decade. To find out more details, please read the full article!
2. Get the Scoop: C6’s Mark Rossano Partner Update! – FREE
Hey everyone, Mark, our top-notch analyst and the brain behind C6 Capital, has just rolled out a fresh update for his investors that is highly relevant. “C6 Infrastructure Partners Follow-Up: April 2024” unpacks a surprising twist in our energy story—the hunger for electricity is spiking way faster than anyone saw coming, thanks to the AI boom and the explosion of data centers. It’s all in there: insights into how power companies are scrambling to keep up, and what this means for the juice running our world.
3. Baker Hughes In Q1 Take Three – PREMIUM
BKR’s total book-to-bill ratio remained unchanged at 1x in Q1 2024 compared to Q4 2023. In the Industrial & Energy Technology segment, revenues decreased by 8% quarter-over-quarter, while operating profit fell by 20%. This and much more in this latest update by Avik Chowdhury!
4. Market Sentiment Tracker: Some Improvements – PREMIUM
The Market Sentiment Tracker for the U.S. and the world portrays a complex global economic environment. The U.S. money supply’s decrease by 3.2%. Global GDP growth is decelerating to 2.6% according to UNCTAD. China’s GDP growth remains robust, expanding by 5.3% in the first quarter. German economic growth is anemic, expected to be just 0.2%, reflecting broader European challenges. Manufacturing Purchasing Managers’ Index (PMI) figures underscore these issues. Read more to find out what is happening in these countries and regions!
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