China declines again; No rate cuts for March; Turkish inflation higher; Stocks to Watch for Red Sea
Week of February 5th, 2024
Hot jobs report; More on US CRE; EPS Growth reversal; Not an Everything Bubble
US Jobs data at 8:30am ET; US CRE exposures worry; Meta smashes earning, Apple lackluster; Stocks to Watch
Fed says March cuts not likely; Sweden holds & signals earlier cuts; NYCB could be downgraded to junk
Australia hits record highs; China & Korea equities slump; France & Germany better inflation data; UK Housing higher
China 10Y yields fall to 22 year low; CN & HK market declines; Germany also avoids a technical recession; US Treasury lowers funding estimate
Busy week ahead; Evergrande's liquidation is questionable; ECB signals summer cut
Week of January 29th, 2024
UK consumer confidence improves; LVMH posts decent earnings; US stops new LNG project exports
Emerging markets are an exciting area to consider investing in 2024, but they don't all present the same level of risk-to-reward.
ECB meeting; Tesla tanks; Fed to end BTFP on time; German business sentiment lower; Turkey hikes and signals end
