Key themes of the week:Markets: A pause after the rally and pressure on the technology sectorEconomy: Rising US bond yields and a strengthening dollarGlobal markets and AI: Acceleration of the investment cycle and pressure from oil prices
Key Themes of the Week: US Markets: Stocks rise amid rate worries US economy: Slowing demand and inflation pressures Global markets: Europe slows, Asia remains under pressure
Key Themes of the Week: Growth is slowing, but fundamentals remain intact for nowGS: yields are back in focusGlobal markets: pressure from energy and rates is broadening
Key Themes of the Week: The US market recovered from the geopolitical shock faster than the consensus expectedCorporate earnings remain the primary fundamental argument in favor of the marketThe market turned more cautious as the new week began