AGP Executive Report
Last update: 8 hours agoInflation & Rates: Hotter-than-expected U.S. inflation and hawkish Fed comments strengthened the dollar and revived rate-hike bets. Germany’s inflation eased to 2.8% in October from 3.3%, helped by fuel tax cuts, though the relief may be temporary. Markets: Global shares rebounded as CoreWeave’s forecast of profitability in 2028 lifted AI stocks, despite lingering concerns about its debt. Trade: China’s surplus topped $1 trillion for a second time, while Namibia’s deficit widened to N$4.7 billion in September as imports outpaced exports. Malaysia: The World Bank sees domestic demand supporting growth but warns of risks from trade tensions and weaker global demand. Officials say better-quality SME financing is needed to boost productivity and wages; recent investment commitments include $1.85 billion for AI infrastructure from SoftBank, Grab and Petros. Ukraine Investment: The EU and Kyiv will convene investors and businesses in Warsaw on Nov. 12–13 to discuss reconstruction and market integration.
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