Market Overview

The US stock indices have once again hit all-time highs. Tensions are growing in the Middle East

2024.01.23
Markets are discounting the odds of a 25 bps rate cut at 3% for the January 30-31 FOMC meeting and 42% for the same 25 bps rate cut at the March 19-20 meeting.
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US stock indices hit all-time highs. PBoC left key lending rates unchanged

2024.01.22
According to the University of Michigan, inflation expectations in the US fell this month, bolstering hopes that the Fed could provide a soft landing for the economy.
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Week's main events Week's main events (January 22 – January 26)

2024.01.22
Investor focus this week is on central bank meetings in Japan, Canada, the Eurozone, and China
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Houthi rebels continue to cause problems in the Red Sea. The Bank of Malaysia intends to hold the current rate until the end of 2024

2024.01.19
Economic news out of the US on Thursday was mixed. Weekly initial jobless claims unexpectedly fell by 16,000 to a 16-month low of 187,000, indicating a stronger labor market than expected at 205,000....
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Falling probabilities of interest rate cuts in the spring are weighing on stock indices

2024.01.18
Economic news from the US on Wednesday was hawkish for Fed policy and bullish for the US dollar, which pressured the indices.
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Economic data on China fell short of forecasts. In the Eurozone, there is a decline in inflation expectations

2024.01.17
Fed Chief Waller's hawkish comments on Tuesday supported the dollar and pressured the indices after he said that when the Fed starts to cut interest rates, it should be methodical and cautious, and th...
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The focus today is on Canadian inflation data. There is a deterioration in economic indicators in Europe

2024.01.16
Bank of Canada, business and consumer surveys showed that the economy has suffered from the Bank's aggressive rate hike campaign, reinforcing the view that the tightening cycle is likely over and sett...
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The 4th quarter reporting season has begun in the US. Davos hosts the annual World Economic Forum

2024.01.15
Defense stocks rose Friday amid escalating hostilities in the Middle East after the US and its allies launched joint airstrikes against Houthi rebels in Yemen.
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Week's main events Week's main events (January 15 – January 19)

2024.01.15
The focus this week is on the inflation data of the major economies
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The United States and Britain are striking back at the Houthis. Oil rises amid escalating conflict in the Middle East

2024.01.12
ECB Governing Council representative Vujcic said yesterday that December Eurozone inflation was within expectations, and he favors a quarter-point cut in interest rates.
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