International Market Intelligence Morning Briefing

The report highlights a global macro recovery supported by strong PMI data while noting a significant unwind in technology sector momentum. Key themes include AI infrastructure demand and shifts in political noise in Europe.

Key Takeaways

• 1.Global macro regime remains in recovery/expansion with Composite PMI at 52.
• 2.Technology sector facing MOMO unwind and market correction risks.
• 3.Semiconductor industry growth accelerated to 119% Y/Y with strong memory pricing.

Table of Contents

• Market Intel Views
• Ideas & Insights – In Brief
• Ideas & Insights – In Details
• Positioning Intelligence
• Market Intelligence
• Data Intelligence

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