The ECB Cuts Again
Uncle Sam Gets Downgraded
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.
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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