Weaker US PMIs; EA shows strength - how many cuts?; Australian Inflation may worry the Central Bank.
Our updated views and a re-cap of our Q2 2024 Global Outlook
Market Recap: Stocks under Pressure; Earnings - Consumer Trends, China, GLP1 and Housing; Closing Thoughts - It's time to be Careful
Capital Efficiency & Productivity may drive 6% yield to shareholders
Market Recap: Fear & Uncertainty; Macro: The Reflation Trade; Earnings: Rocky start for Banks; Closing Thoughts: The Fed's Botched Landing?
Free Today at 12 pm ET live
ECB Rate Decision at 8:15 am ET; China inflation comes in positive but PPI drops; US PPI at 8:30am ET