The ECB Cuts Again
19 October
The Last Samurai
23 Dec 2023•6 minutos
This week The Bank of Japan maintained its negative interest rates. UK inflation slowed far more than expected in November. US corporate profit expectations for 2024 have barely changed this year. Shale oil production out of the US has significantly exceeded forecasts.
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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
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The ECB Cuts Again
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Banks Turn Bearish On China
7 September
Million-Dollar Gold Bar
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Bonds Are Back
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Black Monday
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Diverging Rate Decisions
3 August
Still Strong
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Smaller Is Better
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The Name Is Bond, Green Bond
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Landslide Victory
6 July
AI-Frenzy Takes a Break
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Bye Apple, Hello Nvidia
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The Fed Stays Put
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An Indian Rollercoaster
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The Name’s Bond, Convertible Bond
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Nvidia Does It Again
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A Small Relief
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From Boom To Bust
11 May
Higher For Longer
4 May
Still Magnificent
27 April
Halve And Havoc
20 April
Stubborn Inflation
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Choc Shock
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An End Of An Era
23 March
Britain Bounces Back
16 March
China's Goal
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Bye iCar, Hello iAI
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Nvidia Beats Expectations
24 February
Germany Overtakes Japan
17 February
Riding The Dragon
10 February
China’s Falling Behind
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India Outshines Hong Kong
27 January
Aging Dragon
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US Inflation’s Accelerating
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Tesla Lost Its Crown
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2023 Market Wrap-Up
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The Last Samurai
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Fed Teases 2024 Rate Cuts
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Bond Market's License to Thrill
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Cyber Week Bonanza
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OpenAI's Leadership Shuffle Drama
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Inflation’s Cooling In The US And UK
18 November
Back Into Deflation
11 November
Triple Hold On Rate Hikes
4 November
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