Market Recap - The Rally Continues; Macro: Preview of the last FOMC Meeting of 2023; Calendars; Closing Thoughts - Not much higher
Has the Fed’s hiking cycle peaked?
India's "Hawkish Hold" doesn't deter us
Labor report at 8:30am; Consumer Sentiment at 10am; RBI maintains hawkish hold; BoJ taken out of context; Challenger job cuts rise
USD-JPY falls below 145; Nikkei falls over 2%; WTI Oil falls below $70/bbl; European rate cut bets alive; US equities see momentum stalling; Bank of Canada does a dovish hold
The latest MacroVisor Podcast
US and European Markets step up rate cut bets; German Factory Orders fall; India's Stock Market tops $4 Trillion; Apple crosses $3T; Dax hit all-time-high
A primer on the BLS data release coming on Friday
European PMIs come in higher and ECB speaker signals a pause; Reserve Bank of Australia pauses on rates; US JOLTS data incoming
Yields and Dollar inch higher; China sees higher level of default; India soars; Fitch upgrades Greece
Week of Dec 4, 2023
Market Recap - Strong November; Macro: The Labor Market Dilemma; Calendars; Closing Thoughts - Keeping an eye on the data
