TME Weekend: 2024 will see a merger & buyback bonanza

What did I miss...?

Premium subscribers could over the weekend read the following stories:

1. How MSFT is emerging as a real AI winner and why there is still upside in the stock.

M&A potential

Source: Barclays

Mergers making a comeback 

Believe it or not, buybacks are in a slump

Source: Deutsche Bank

Buybacks at the bottom

Source: Deutsche Bank

Grossed up

Source: GS Prime

The most bullish since 2018

Source: Consensus Inc

Cuts don’t seem to necessarily juice the economy up

Cuts do juice stocks up

Source: Jefferies

Bumpy inflation

Source: Morgan Stanley