The ECB Cuts Again
The AI-ffect Of The AI Mania
On the macro front, new data out last week showed Japan’s economy officially exited recession after GDP expanded by more than expected during the first three months of the year. The EU, on the other hand, got some mixed news last week, with the European Commission raising both its inflation and growth outlook for the bloc. Over in the equity world, the frenzy around AI shows no signs of letting up. Mentions of AI during earnings calls have surged, and investors are scrambling to ride the rapidly growing trend. Even billionaire investing titans have been loading up on AI stocks recently. In fact, so strong is the investing hype around AI that without it, US stocks would actually be down for the year, according to new research by Societe Generale. Finally, Newmont sealed a deal last Monday to acquire Australian competitor Newcrest Mining, consolidating Newmont's position as the world’s biggest gold producer at a time when bullion is trading near a record high. Find out more in this week’s review.
The ECB Cuts Again
Slowing Disinflation
Golden-Week Rush
China’s Massive Package
The Fed’s Big Rate Cut
The ECB Cuts Again
Banks Turn Bearish On China
Million-Dollar Gold Bar
Bonds Are Back
Black Monday
Diverging Rate Decisions
Still Strong
Smaller Is Better
The Name Is Bond, Green Bond
Landslide Victory
AI-Frenzy Takes a Break
Bye Apple, Hello Nvidia
The Fed Stays Put
An Indian Rollercoaster
The Name’s Bond, Convertible Bond
Nvidia Does It Again
A Small Relief
From Boom To Bust
Higher For Longer
Still Magnificent
Halve And Havoc
Stubborn Inflation
Choc Shock
An End Of An Era
Britain Bounces Back
China's Goal
Bye iCar, Hello iAI
Nvidia Beats Expectations
Germany Overtakes Japan
Riding The Dragon
China’s Falling Behind
India Outshines Hong Kong
Aging Dragon
US Inflation’s Accelerating
Tesla Lost Its Crown
2023 Market Wrap-Up
The Last Samurai
Fed Teases 2024 Rate Cuts
Bond Market's License to Thrill
Cyber Week Bonanza
OpenAI's Leadership Shuffle Drama
Inflation’s Cooling In The US And UK
Back Into Deflation
Triple Hold On Rate Hikes
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