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28.11.25 - 15:48
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Will the December Fed Decision Matter to Markets? (Bloomberg)
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Max Kettner, HSBC chief multi-asset strategist, says the December Federal Reserve interest rate decision won't have much an impact on risk assets. He says earnings are more important. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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28.11.25 - 10:45
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Brent-Ölpreis: Diese Marken sollte man auf dem Radarschirm haben (Aktiencheck)
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Düsseldorf (www.aktiencheck.de) - Unter antizyklischen Gesichtspunkten könnte sich ein Blick auf den Ölpreis wieder verstärkt auszahlen, so die Analysten von HSBC Trinkaus & Burkhardt.
Schließlich sei der Ölsektor derzeit sehr unbeliebt, um nicht zu sagen aus dem öffentlichen Rampenlicht verschwunden. [mehr]...
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28.11.25 - 10:27
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Gold: Ablaufplan Zwanzig-Sechsundzwanzig (Aktiencheck)
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Düsseldorf (www.aktiencheck.de) - "Erkläre die Vergangenheit, erkenne die Gegenwart, sage die Zukunft voraus!" Dieser hippokratische Anspruch gilt natürlich auch für Technische Analysten - gerade bei der Erstellung des Jahresausblicks, so die Analysten von HSBC Trinkaus & Burkhardt.
Obwohl der Goldpreis (ISIN XC0009655157/ WKN 965515) mit dem Allzeithoch (4.381 USD) viele Rekorde geknackt habe und den zweiten Fabeljahrgang in Folge ausgebildet habe, sei der zugrundeliegende Aufwärtstrend absolut intakt. [mehr]...
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28.11.25 - 10:01
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Palladium: Der Charme der hohen Zeitebene (Aktiencheck)
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Düsseldorf (www.aktiencheck.de) - Der Edelmetallbereich hat allerdings auch jenseits von Gold und Silber einiges zu bieten, so die Analysten von HSBC Trinkaus & Burkhardt.
Hervorheben möchten die Analysten an dieser Stelle den Kursverlauf des Palladiumpreises (ISIN XC0009665529/ WKN XPDUSD), wo insbesondere die hohen Zeitebenen einen besonderen Charme versprühen würden: Nach der Stabilisierung auf Basis der Kumulationszone aus den horizontalen Marken der letzten 14 Jahre zwischen rund 910 USD und knapp 850 USD sowie einem Fibonacci-Retracement (932 USD) sei dem Edelmetall mit der Rückeroberung der 200-Monats-Linie (akt. [mehr]...
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27.11.25 - 14:36
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J.P. Morgan hegt grosse Pläne (Finews)
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Noch vor rund zwei Jahren litt das Büroviertel Canary Wharf in London unter einem massiven Abfluss an Firmen. Vor allem der Wegzug von HSBC und anderer Banken hatte den Stadtteil schwer getroffen. Doch die Gezeiten für die ehemaligen Docklands der britischen Finanzmetropole haben gedreht....
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27.11.25 - 08:51
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HSBC Overweight (DPA-AFX)
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LONDON (dpa-AFX Analyser) - Die britische Investmentbank Barclays hat die Einstufung für HSBC nach dem veröffentlichten britischen Staatshaushalt mit einem Kursziel von 1230 Pence auf "Overweight" belassen. Die Auswirkungen auf Banken seien minimal und ......
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26.11.25 - 23:15
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OpenAI Needs To Fill $207 Billion Funding Hole By 2030: HSBC (ZeroHedge)
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OpenAI Needs To Fill $207 Billion Funding Hole By 2030: HSBC
As the AI 'circle jerk' rages on, OpenAI, the company behind ChatGPT, will need to raise at least $207 billion more by 2030 to simply keep the lights on, according a new analysis by HSBC which takes into account recently disclosed megadeals with Microsoft, Amazon and Oracle.
Even with bullish assumptions that include 3 billion users, rapid subscription growth, and a giant slice of enterprise AI spending, the company's projected revenues are nowhere near its exploding bills for energy and chips, the bank says.
"OpenAI is a money pit with a website on top," according to FT's Bryce Elder, who notes that the bigger AI models get, the more cash they burn - and the winner in the LLM landscape may come down to who can continue raising money the longest.
The Math Behind the $207 Billion Hole
HSBC's model runs through 2030 and arrives at these headline numbers:
Cumulative data-center rental costs (2025-2030): $792...
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26.11.25 - 08:24
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HSBC: GCC Capital Projects Robust (Bloomberg)
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HSBC sees robust activity remaining in the GCC project market, led by real estate. Simon Williams, Chief Economist for Central and Eastern Europe, Middle East and Africa at HSBC, told Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche that he sees signs the cycle is starting to mature. (Source: Bloomberg)...
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25.11.25 - 22:30
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Google′s AI Emergence Puts Nvidia Under Pressure | Bloomberg Businessweek Daily 11/25/2025 (Bloomberg)
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On today's episode of Bloomberg Businessweek Daily, Carol Massar and Tim Stenovec discuss White House National Economic Council Director Kevin Hassett emerging as the frontrunner to be the next Federal Reserve Chairman. Citi Head of US Equity Trading Strategy Stuart Kaiser joins the show to discuss the potential market implications of a Hassett nomination. Also on today's show, Andaman Strategic Advisors Founder Jennifer Ewbank examines US cybersecurity amid the rise of AI and adversarial threats from actors like China and Russia, and HSBC US Head of International Wealth and Private Banking Racquel Oden highlights her team's report about women's tactical philanthropic approach, with 60% of affluent women calling it a 'top priority' to give financial wealth. (Source: Bloomberg)...
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25.11.25 - 21:54
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Majority of Affluent Women Say Giving is a Priority, Reveals HSBC Report (Bloomberg)
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Racquel Oden, head of international wealth and private banking at HSBC US, says that giving trends vary by gender and generation, with 60% of affluent women telling HSBC that giving is a priority to them. The company's 'The Giving Shift' survey also reveals that these women care less about having their name of a building and more about charities that have an impact close to home. (Source: Bloomberg)...
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25.11.25 - 14:30
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Optimism Among US Corporates on Trade: Adams (Bloomberg)
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Marissa Adams, HSBC Regional Head of Global Trade Solutions for Europe and Americas, discusses the reasons for optimism among US companies about growing international trade versus their global counterparts. She speaks to Bloomberg's Lisa Abramowicz and Dani Burger on 'Surveillance.' (Source: Bloomberg)...
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25.11.25 - 02:45
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HSBC Predicts S&P 500 to Reach 7,500 by End-2026 (AAStocks)
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A team led by Nicole Inui, a strategist at HSBC, has released a report predicting the S&P 500 to hit 7,500 by the end of 2026.The team expects that the capital expenditure boom driven by AI will offset concerns about the US consumer market. It also anticipates earnings per share growth of 12% for the constituents in light of......
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