The ECB Cuts Again
19 October
Uncle Sam Gets Downgraded
07 Aug 2023•6 분
New data out last week showed the eurozone economy returned to growth in the second quarter. Core inflation in the bloc, meanwhile, defied expectations for a drop and remained elevated last month. Elsewhere, new data out last week showed activity in China’s manufacturing sector contracted in July, offering fresh evidence that the world’s second-biggest economy is losing momentum. But let’s have a moment of silence for the world’s biggest economy, the US, which just got stripped of its top-tier sovereign debt rating by Fitch. Across the pond, the Bank of England raised interest rates by a quarter of a percentage point last Thursday, taking rates to their highest level since 2008. In the equity world, long-short hedge funds are derisking their books amid this year’s convoluted markets. Finally, Treasuries are exhibiting their worst performance as a stock hedge since the 1990s. Find out more in this week’s review.
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Slowing Disinflation
12 October
Golden-Week Rush
5 October
China’s Massive Package
28 September
The Fed’s Big Rate Cut
21 September
The ECB Cuts Again
14 September
Banks Turn Bearish On China
7 September
Million-Dollar Gold Bar
24 August
Bonds Are Back
17 August
Black Monday
10 August
Diverging Rate Decisions
3 August
Still Strong
27 July
Smaller Is Better
20 July
The Name Is Bond, Green Bond
13 July
Landslide Victory
6 July
AI-Frenzy Takes a Break
29 June
Bye Apple, Hello Nvidia
22 June
The Fed Stays Put
15 June
An Indian Rollercoaster
8 June
The Name’s Bond, Convertible Bond
1 June
Nvidia Does It Again
25 May
A Small Relief
18 May
From Boom To Bust
11 May
Higher For Longer
4 May
Still Magnificent
27 April
Halve And Havoc
20 April
Stubborn Inflation
13 April
Choc Shock
30 March
An End Of An Era
23 March
Britain Bounces Back
16 March
China's Goal
9 March
Bye iCar, Hello iAI
2 March
Nvidia Beats Expectations
24 February
Germany Overtakes Japan
17 February
Riding The Dragon
10 February
China’s Falling Behind
3 February
India Outshines Hong Kong
27 January
Aging Dragon
20 January
US Inflation’s Accelerating
13 January
Tesla Lost Its Crown
6 January
2023 Market Wrap-Up
30 December
The Last Samurai
23 December
Fed Teases 2024 Rate Cuts
16 December
Bond Market's License to Thrill
9 December
Cyber Week Bonanza
2 December
OpenAI's Leadership Shuffle Drama
25 November
Inflation’s Cooling In The US And UK
18 November
Back Into Deflation
11 November
Triple Hold On Rate Hikes
4 November
장바구니
장바구니
장바구니
