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A daily deep dive into the market news, movement, and indicators.
Executive Summary: Tech stocks, home-related stocks, and bitcoin have borne the brunt of the stock market’s sell-off this month. Jackie looks at the issues that scared investors away and the particular industries and stocks they dropped as they ran. …
Executive Summary: Emerging markets’ stock markets are enjoying bull runs. Melissa says there are strong enough earnings support and low enough valuations to suggest opportunities for investors mindful of the risks. … Also: William reports that US tariffs will be
Executive Summary: China’s economy has been surprisingly resilient this year in the face of external headwinds. But it’s internal headwinds that pose the greater threat to GDP growth, William opines, and President Xi’s policies are perpetuating them. … Also: William
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
Will today’s widely feared AI crisis turn out to be a no-show, too, just like the most widely anticipated recession of all time, anxiously awaited over most of the past four years? We think so. Stock investors are increasingly worrying about an AI-led Tech Wreck,
The week ahead is a pivotal one for market participants seeking some clarity on US growth and the likelihood of another Fed rate cut. Now that the longest-ever government shutdown is over, investors will finally get a look at the September
We are surprised that the financial markets were surprised by the hawkish tone of remarks from Fed officials this past week. Collectively, a few participants on the Federal Open Mouth Committee pushed back against market expectations for an imminent rate cut,
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