Fed pushback on early cuts begins to take traction as 4th quarter earnings remain broadly positive. Key US data is due this week while Chinese assets continue to whipsaw amid property stresses. Finally, oil prices continue to grind higher as geopolitical risks remain elevated.
This week’s focus will be on the Fed and BoE as economic data remains resilient as inflation cools. Corporate earnings remain a mixed bag with the biggest tech companies up this week. China amplified their stimulus efforts and oil continues to push higher amid geopolitical turbulence.
Central banks in focus this week as global growth continues to slow outside of the US. Chinese stocks swoon on government support hopes and earnings season continues with tech on deck. Finally, geopolitical worries intensify.
US economic data remains resilient while corporate earnings fail to swing sentiment one way or the other. Politics is heating up with primary elections and oil prices remain rangebound despite geopolitical tensions. Finally, Bitcoin gets ETF greenlight.
Fed dovish pivot drive risk assets globally as soft-landing hopes increase but Chinese economic stability worries persist. Japanese markets await key BOJ decision while oil prices find a bid due to geopolitical risks.
Hopes for a soft landing in the US increase ahead of key jobs report as markets bet on earlier Fed cuts with global inflation continuing to cool. China growth remains a concern and oil continues to shrug off geopolitical risks.
Fed messaging remains the driver of global risk markets while US data continues to cool. Q3 earnings season wraps up on a mixed note, while Japanese markets swing after BOJ decision and US government dysfunction persists.
This week’s Fed Meeting is front and center for global markets, while this will be a key week of corporate earnings. Oil prices continue to fluctuate around the Middle East and US economic data remains resilient and the US finally elects a Speaker.
Oil prices are the top concern as the Israel-Gaza war escalates. This week will be heavy with Fed speeches, which turned more dovish last week. Economic data is expected to remain resilient as corporate earnings season heats up. Finally, concerns over China’s economic stability persist.
The Fed hammers home higher for longer as markets await key inflation figures and stagflation fears grow and a government shutdown looks inevitable. Finally, concerns over China’s economic stability persist.