December 2024, A Santa-Cluse Rally, Geopolitical tensions, and Central Banks!
As we step into December 2024, the global economy faces a critical juncture marked by slowing growth, persistent inflation, and heightened geopolitical tensions. Major economies like the United States show signs of resilience, with robust consumer spending but lingering concerns...
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US Inflation Data and the Thanksgiving Holiday
The US market remains influenced by the recent elections and the formation of the new government. Despite rising financing costs, existing home sales saw a boost and a more hawkish tone in Fed speaker comments supported by strong labor data...
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A Week Full of Economic Data to Watch
Despite a moderate growth rate, the resurgence of inflation shifted market sentiment in the U.S., while the post-election calm contributed to a more rational market environment. In China, positive data—including forecasts for further rate cuts and economic stimulus—supported an optimistic...
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A Week of Light Economic Activity with Inflation in the Spotlight
The anticipation is over, Election Day has come and gone, and the United States has officially announced its 47th president. President-elect Donald J. Trump has returned to power, becoming the second individual in U.S. history to serve two non-consecutive terms....
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Elections, Geopolitical Tensions, and the Fed: A Challenging Month Ahead
November promises to be a dynamic month for the global economy, with high-stakes events lined up to influence market sentiment. Leading the headlines are the U.S. elections and the Federal Reserve’s policy meeting, both set for the first week. By...
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