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Performance across North American biopharmaceuticals was largely negative in 1H24, given the economy weighed heavily on biotech. However, due to recent economic releases suggestive of a near-term interest rate rate cut, macroeconomic pressure may start to abate in 2H24.
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After turmoil through 2023 across most cyclical semiconductor markets – as the sector grappled with inventory gluts, weak end-market demand and geopolitical tensions – optimism for a slow but steady recovery in 2H continues to rise.
Fast-expanding regulatory scrutiny of the financial-technology sector has the potential to create short-term compliance headaches for companies like Apple, Meta, Google and PayPal.
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