Bob Winslow
@bobwinslow.bsky.social
Tech CEO media @ServiceNow former CCO @Oracle
Prescient reporting yesterday @carlquintanilla.bsky.social ‘less than three cuts in 2025, would spook the markets’.
December 19, 2024 at 6:45 PM
Prescient reporting yesterday @carlquintanilla.bsky.social ‘less than three cuts in 2025, would spook the markets’.
Reposted by Bob Winslow
GOLDMAN: “.. we have revised our forecast for 2025 to eliminate a [Fed] cut in January. We continue to expect cuts in March, June, and September next year, and now expect a slightly higher terminal rate of 3.5-3.75%.”
December 16, 2024 at 12:08 AM
GOLDMAN: “.. we have revised our forecast for 2025 to eliminate a [Fed] cut in January. We continue to expect cuts in March, June, and September next year, and now expect a slightly higher terminal rate of 3.5-3.75%.”
Reposted by Bob Winslow
WELLS: $JPM “reiterated that they have $2B of AI benefits and that this # is likely conservative.
“.. Gen AI has gone from zero
employees 12 mos ago to 200K employees now, implying that AI is now at the fingertips
of nearly all employees.
“.. JPM is the lone U.S. bank to provide AI fin'l metrics.”
“.. Gen AI has gone from zero
employees 12 mos ago to 200K employees now, implying that AI is now at the fingertips
of nearly all employees.
“.. JPM is the lone U.S. bank to provide AI fin'l metrics.”
November 22, 2024 at 4:19 PM
WELLS: $JPM “reiterated that they have $2B of AI benefits and that this # is likely conservative.
“.. Gen AI has gone from zero
employees 12 mos ago to 200K employees now, implying that AI is now at the fingertips
of nearly all employees.
“.. JPM is the lone U.S. bank to provide AI fin'l metrics.”
“.. Gen AI has gone from zero
employees 12 mos ago to 200K employees now, implying that AI is now at the fingertips
of nearly all employees.
“.. JPM is the lone U.S. bank to provide AI fin'l metrics.”