Breakfast Bites - Rates to remain higher

China declines again; No rate cuts for March; Turkish inflation higher; Stocks to Watch for Red Sea

Breakfast Bites - Euro Area avoids a recession

China 10Y yields fall to 22 year low; CN & HK market declines; Germany also avoids a technical recession; US Treasury lowers funding estimate

2024 Global Outlook on Japan

It's a big year for Japan with a change in policy from the BoJ. What will the impact be on global equities?

Breakfast Bites - Bitcoin's Headfake

Juniper gets bought; ECB speaker confirming rate cuts; Nikkei continues to soar; Stocks to watch

Breakfast Bites - China stocks see some gains

MMFs may be ready to invest; Japan beats retail sales; ECB's Holzmann sticks to no cuts; Apple to sell watches again

Breakfast Bites - Small caps are coming back

China and Hong Kong higher; BoJ signals policy change will be gradual; More sanctions on Taiwan; Some start and some hold Red Sea operations

Breakfast Bites - Low Volume Week Ahead

UST 2Y auction today; Ueda hints towards higher rates; Chinese gaming stocks looking at buybacks

Breakfast Bites - Major Central Bank meetings are over for 2023!

BoJ holds; Disruptions to freight continue; China may set 5% growth target; Germany trims Federal Debt; Tesla raises wages

Breakfast Bites - US 10Y Treasury Yield crosses 5%

US Futures Sell off on higher rates; Asian stocks hovering near 52-wk lows; Volkswagen puts out profit warnings; Chevron buys Hess for $53B

Breakfast Bites - Risk Sentiment remains subdued

China adds funds to keep liquidity adequate; Japan will intervene on currency if necessary; Middle East Tension continue to way on market

Breakfast Bites - Thu Oct 5, 2023

Rates continue to rise; Crude Oil falls below $83/bbl; Largest Healthcare Worker Strike in the US

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