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Strong PMIs and retail rebound in focus – TD Securities

TD Securities notes that the UK Composite PMI climbed back into expansion at 52.1 in July, led by Manufacturing strength and a Services PMI recovery to 51.8. Input cost inflation eased and business confidence hit its highest since February. Retail Sales also surprised to the upside, rising 1.0% month-on-month in…

Supply risks keep prices elevated – BNY

BNY’s Geoff Yu notes that Brent has retreated slightly below $100 but remains supported by renewed Middle East tensions, Red Sea and Strait of Hormuz disruptions, and Kazakhstan’s export halt. Institutional flows show high-conviction re-accumulation of energy exposure from a still-depleted base. The report stresses that the oil surge is feeding directly into inflation and interest rate anxiety, with yields rising.Energy flows rebuild as risks rise”Institutional energy flows have shifted decisively from liquidation to re-accumulation,…

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EqualAI CEO warns most companies lack a strong AI governance framework

The artificial intelligence (AI) race is intensifying as developers push for increasingly capable AI tools and companies race to deploy AI tools to take advantage of its efficiency gains and reap financial benefits – but a new report warns companies lack sufficient governance for AI tools. This week saw a…

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Investing

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