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Otet View

An analytical look at key markets and important events

In Otet View, we look at developments in the financial markets over the past week as well as the outlook for the coming week.

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Lower tensions with countless data to watch!

Lower tensions with countless data to watch!

After weeks of heightened anticipation, Israel has responded to a previous Iranian missile attack, mobilizing over 100 aircraft, including advanced F-35 jets, in a strategic operation spanning 2,000 kilometers. This measured response, potentially influenced by Democratic policymakers in the U.S.,...
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BRICS, Economic Data, Earnings, and Political Tensions: Busy Days Ahead

BRICS, Economic Data, Earnings, and Political Tensions: Busy Days Ahead

The global economy is facing a dynamic mix of cooling inflation, central bank rate cuts, earnings surprises, and heightened political risks. Here’s a closer look at the economic and geopolitical developments that are shaping the weekly outlook: Inflation and Central...
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A Busy Week in Europe and Earnings Reports

A Busy Week in Europe and Earnings Reports

This past week has been eventful, with geopolitical tensions intensifying, shifting expectations on the Federal Reserve’s potential moves, rate cuts from key global economies, and the start of a strong earnings season. Looking week ahead, geopolitical tensions show no signs...
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After a Resilient Jobs Report, Is It Earnings’ Turn?

After a Resilient Jobs Report, Is It Earnings’ Turn?

With 254,000 newly created jobs in September, the U.S. economy has once again demonstrated its strength. In addition, upward revisions to the previous two months’ numbers defied the trend of declining hiring. Meanwhile, in other parts of the world, China...
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Busy Week for the USA, Relatively Lighter for Other Markets

Busy Week for the USA, Relatively Lighter for Other Markets

The central bank activity continues this week with meetings from the RBA, SNB, and Banxico. Last week saw significant divergence among central banks, with rate cuts in the U.S., hikes in Brazil, and unchanged rates in Japan, England, and China....
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