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
Key themes of the week: Markets barely had time to catch their breath: oil shifts the risk balance againGold: breaking the classical logic of a "safe-haven asset"Stock markets: resilience fueled by earnings and growing dependence on macro conditions