Tag: Refinitiv

Selective Shock, Structural Risk: Poland at the Core of the Emerging Market Energy Divide

Poland had previously been “lumped together” with other rapidly modernising economies during various crises, even though our economic performance was, at specific moments, usually...

Experiences Over Things: The Consumer Shift Fueling a Multi-Year Rise in Travel Equities

Travel-related stocks have risen 124% over five years — airlines, hotels and cruise operators post sustained gains Cruise operators and global travel platforms lead...

AI Boom Fuels U.S. Earnings; Europe Shows Resilience Despite Weak Demand

At the same time, a clear divergence is visible on both sides of the Atlantic: in the U.S., results were very strong, while in...

Cocoa Prices Fall 51% After Record Highs as Chocolate Makers See 14% Gains from Margin Recovery

After reaching record levels earlier this year, cocoa prices have fallen by 51%, while chocolate manufacturers have enjoyed a 14% increase in share value...

European Defense Stocks Surge by 46% YTD, Outpacing U.S. Magnificent 7 Decline

European defense stocks have risen impressively by 46% since the beginning of the year, while the U.S. Magnificent 7 has declined by 8%. ...

OPEC+ Meeting Likely to Maintain Status Quo, Oil Prices Expected to Average $84 in 2024

The upcoming OPEC+ meeting on June 1 is unlikely to bring major surprises, as Allianz Trade expects the current supply restrictions to be maintained....
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