Insights
Featured
![Manufacturing Of Non-Polyvinyl Chloride (PVC) Intravenous (IV) Solutions Bags of IB fluid are being examined on a belt](https://cdn.statically.io/img/assets.bbhub.io/image/v1/convert?type=auto&url=https%3A%2F%2Fassets.bbhub.io%2Fprofessional%2Fsites%2F41%2F311662851.jpg)
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.
Must Read
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.
Access a broad range of analysis, research, insight and actionable ideas with Bloomberg webinars.