ESG Focus: Governance, Supply Chains, Risks
Governance and social themes, while generally not attracting big expenditure in the December half, still proved a strong focus for corporations
Source: fnarena.com
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ESG Focus: Decarbonisation, Renewables & Cyber Crime
Decarbonisation, renewables and cyber crime proved the big-ticket ESG items during the December half
Source: fnarena.com
The Overnight Report: Floating All Boats
Nvidia has delivered a resounding endorsement of Wall Street's AI euphoria. S&P500 up 2.1%. (Available for non-subscribers after 10am)
Source: fnarena.com
The Overnight Report: Gamechanger
In the wake of the Fed's shock pivot, Wall Street commentators suggest the world has now changed. S&P up 0.3%. (Available for non-subscribers after 10am)
Source: fnarena.com
The Overnight Report: Sufficiently Benign
Wall Street saw no reason why last night's CPI data would worry the Fed. S&P up 0.5%. (Available for non-subscribers after 10am)
Source: fnarena.com