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Why investors might take a bite of Europe’s GRANOLAS
Read the latest in our Equity research series, Alpha Vibes, for insights into what may impact your portfolio.
Read the latest in our Equity research series, Alpha Vibes, for insights into what may impact your portfolio.
US Big Tech selloff, European banks’ stronger earnings, and BoJ unorthodox intervention.
Markets have been reacting positively to both macroeconomic data indicating that the US Federal Reserve is increasingly likely to begin its rate cutting cycle in September and signs that Ethereum ETFs may be approved to start trading on 23rd July.
US Equities sector rotation, European Equities deleveraging, and Cable outperforms.
Euphoria in US Equities, emerging headwinds for Oil, and European political risk eases.
We look at what has happened in the world of global economics and finance over Q2 2024 and what risks and events may affect markets in Q3 2024.
Despite warning signs of bond market stress, concentration risk and a still rising dollar, the equity markets carry on.
As the conclusion of Q2 nears, it’s time to reassess earnings expectations before the onset of earnings season.
Economic and US Treasury Market.
Emerging markets (EM) are, by their very nature, in an almost continual state of change and development, resulting in the constant rise of new investor opportunities.
Europe’s overdue fiscal discipline, Gold’s shiny future, and Oil’s hit by staycationers.
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