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The week’s main events, market reactions and upcoming signals. Every review states the exact period it covers.
Showing 19–23 of 23 publications
The seven-day picture delivered conflicting signals. Chinese industry outpaced consumption. The Federal Reserve raised rates, Europe implemented an earlier increase, the Bank of England narrowly held and Japan lifted…
Read moreAcross seven calendar days, energy bills and interest rates became a clearer test of corporate profit. The US raised rates yesterday; sales grew, but imported inputs became more expensive.…
Read moreOver seven days, the energy story became more tightly linked to interest rates and corporate profits. Europe’s rate increase is now in force, US Treasury yields reached 5%, and…
Read moreOver these seven days, it became clearer why economic growth alone is not enough for comfortable investing. Energy deliveries remain constrained, Europe has approved a rate increase, and China’s…
Read moreThere was plenty of market noise this week, but the main message is clear: the equity market is not simply rising or falling. Leadership is changing beneath the surface.
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