Week of January 16th, 2024
Red Sea issue de-escalates & oil drops; China Central Bank doesn't ease; Eura Area Industrial Production falls
It's a big year for Japan with a change in policy from the BoJ. What will the impact be on global equities?
Markets recover from hotter CPI; QT; Lackluster start to earnings; Shorter week ahead
Earnings Season kicks off; China lower again; Taiwan elections tomorrow; UK monthly GDP higher
Looking ahead to the fourth year of crackdowns, a wobbly real estate market, sagging exports, and a consumer that remains largely idle
Middle East issues continue; China to crackdown on more sectors; Bank of Korea not cutting rates soon; Mixed messages from the ECB and Fed
Unprofitable growth, equity-bond correlations, soft landings, and Fed hiking cycles
Juniper gets bought; ECB speaker confirming rate cuts; Nikkei continues to soar; Stocks to watch
An attractively priced energy play that seems to have been beaten down too far.
Japan at multi-decade high; China speculates on rate cuts; ECB's Centeno says rate cuts may be sooner than May
75% chance of recession to bring rate cuts sooner rather than later
