The drop in headline inflation to 3% in June from May's 4% and the better-than-anticipated bank earnings offered an optimistic economic backdrop. Despite this, Powell negated any rate cuts for the current year but hinted at potential policy easing by
"Asia Macro" recently delved into the economic nuances of China's financial landscape. The nation saw a Q2-23 deceleration, primarily marked by a decline in manufacturing and investment. While services are expanding, they're doing so at a decelerating pace. Resultantly, unemployment
Een verminderd recessierisico, een naderende piek in de rente en beter dan verwachte bedrijfswinsten maken ons minder pessimistisch over aandelen.
