Analysts Corner: 06/04/2024 – Slower Growth and Rate Cut Optimism Fuel Market Rally
Weekly Market Recap
A look back at the financial markets over the past week and a look ahead at key economic developments this week.
Source: JP Morgan Asset Management
Weekly Macro Recap
A look back at key macroeconomic and geopolitical developments that help us contextualize the current investing landscape.
Source: Luke Gromen, FFTT
Not Your Typical Rate Cutting Cycle
The ECB is set to start easing before the Fed, but a wider policy gap between them will be temporary, even if a Fed hike is not impossible.
Source: Blackrock
Market Drivers Insights Report
Risk appetite recovers on easing financial conditions but drives US 12m forward PE to more than one standard deviation above the 10-year average.
Source: Wilshire Indexes
Currency Volatility: Will US Dollar Strength Continue?
In light of improving global growth and repricing of Fed expectations, will the U.S. dollar sustain its strength in 2024? And what’s the outlook for other major currencies?
Source: JPM