This Week in Global Research

This report highlights a strategic pivot toward capital-intensive stocks and provides updates on global central bank policies, the impact of a US-Iran peace deal on oil prices, and sector-specific developments in AI infrastructure and healthcare.

Key Takeaways

• 1.Investment focus is shifting toward capital-intensive stocks amid the ongoing capex boom.
• 2.Oil price forecasts are being lowered following a US-Iran peace deal that expects the reopening of the Strait of Hormuz.
• 3.Central banks show divergent policies: the Fed and BoJ are hawkish, while the BoE is holding rates steady.

Table of Contents

• macro issues we're watching
• the important issues our sector analysts are watching
• AI infrastructure: fundamentals and sentiment
• Focus on: commodities, and their impact on a range of profit pools
• On the Road: the long and winding road
• webinars, conferences, podcasts & replays

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