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Showing 1 - 10 of 178 results for "inventories"

US and Israel strike Iran: What it means for investors

ELIZA BAVIN  |  MONDAY, 2 MAR 2026
... of demand, several Middle Eastern producers increased exports last month, and OPEC+ has agreed to lift production. Inventories, therefore, provide some buffer, though they are leaner than before Russia invaded Ukraine, and spare capacity within OPEC+ ...

US election: Global investors fear inflation boom

ELIZA BAVIN  |  THURSDAY, 7 NOV 2024
... "Small businesses have been cautious leading up to the election, so more clarity on policy may prompt them to rebuild inventories and step-up business spending. The potential for further corporate tax cuts and for the Fed to ease monetary policy would ...

Chinese property market to stabilise

ELIZA BAVIN  |  TUESDAY, 28 MAY 2024
... "Chinese authorities recently unveiled a housing market support plan that shifts the focus of efforts to reducing inventories, rather than solely focusing on stabilising demand," they said. "This new effort represents a significant change in policy focus ...

Quality is worth paying for in 2024: UBS

CHLOE WALKER  |  THURSDAY, 23 NOV 2023
... see a 9% earnings per share for S&P 500 companies next year after a flat outcome in 2023." It added that learning inventories, one-off base effects in healthcare, and earnings contributions from the technology sector and other quality companies should ...

Chief economist update: Easing restrictions narrow oil demand-supply equation

BENJAMIN ONG  |  MONDAY, 18 MAY 2020
... forward demand coverage. Preliminary data show that US crude stocks built by 53.7 mb in April (1.8 mb/d), and crude inventories in Europe and Japan also rose by 3.1 mb and 3 mb, respectively. In April, floating storage of crude oil increased by 9.9 mb ...

Chief economist update: Lower iron ore a boon to the Aussie budget

BENJAMIN ONG  |  THURSDAY, 14 NOV 2019
... half. Supply started to recover and Chinese demand for steel fell and steels mills are even reportedly reducing their inventories. Iron ore is currently trading at US$81.36/tonne. Whether it goes up, down or remains steady from here has a direct bearing ...

Chief economist update: The UK is not OK

BENJAMIN ONG  |  MONDAY, 12 AUG 2019
... investment which subtracted 4.0 percentage points off second quarter GDP after contributing 2.8 pps in the March quarter; inventories (-2.2 pps from +1.5 pps); and, net trade (+3.5 pps from -3.0 pps) However, note the sharp turnaround in net trade was ...

Chief economist update: Expect more of the same from the BOJ

BENJAMIN ONG  |  TUESDAY, 18 JUN 2019
... 0.1% in the March quarter from 0.3% in the last quarter of 2018. Not to mention the 0.1% contibution from private inventories in the March - unwanted stock build-up - that followed another 0.1% addition in the previous three-month period. Latest Japanese ...

Chief economist update: Oil market slides from bull to bear

BENJAMIN ONG  |  FRIDAY, 7 JUN 2019
... of South Africa's economy." The US Energy Information Administration's report showing that total petroleum inventories rose to 22 million barrels - the highest amount since 1990 - in the last week of May, and that oil production also hit a record ...

Chief economist update: Devilish details

BENJAMIN ONG  |  TUESDAY, 21 MAY 2019
... from 2.5%). The weakness in private demand implies that the positive (0.1 percentage point) contribution from private inventories to March quarter GDP growth is largely due to the build-up of unwanted stocks that would be unwound over the following quarter/s. ...
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