The ECB Cuts Again
China’s An Underachiever
The big news last week was China’s announcement of its latest economic growth target and the lack of an announcement of any new major economic stimulus – both widely viewed as disappointments. The consequences were far reaching considering that the lower-than-expected target has big implications for the global economy, commodity markets, and more. Adding to investors’ bad mood last week was Fed chair Jerome Powell spooking markets by warning that the US central bank might have to revert back to bigger interest rate hikes. What’s more, Powell said that the Fed will most likely have to increase interest rates to a higher peak than previously thought. That led to big moves in the bond market and left the yield curve in its steepest inversion in 42 years – a strong signal of a looming recession. Finally, Silvergate Capital announced plans to wind down its operations after the digital assets industry’s latest meltdown sapped the bank’s financial strength. But it wasn’t the only bank in trouble last week, with Silicon Valley Bank also collapsing in what will go down as the second-biggest US bank failure in history. 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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