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Pharma Walks Out, Red Tape Gone Mad, Oracle Skyrockets
W4.0 Roundup of the Week
28 minutes
1 month ago
Pharma Walks Out, Red Tape Gone Mad, Oracle Skyrockets
Join Neil Woodford and Jon Adair as they discuss the week’s most significant market stories. In this episode, Neil shares his insights on Merck’s decision to halt its billion-pound research centre in London, central bank rate decisions, China’s latest stimulus measures, and Larry Ellison’s unprecedented wealth gain. Discover why bond yields are returning to previous levels and what this means for investors.
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In this episode03:24 Central Bank Rate Cuts: A Global Perspective07:19 Valuations and Market Trends09:38 Merck’s Withdrawal: A Warning Sign for the UK15:30 The Long-Term Economic Outlook17:47 Deregulation: A Path Forward?19:19 China’s Stimulus Strategy22:10 The Semiconductor Surge25:02 Oracle’s Cloud Computing Boom
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