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Nov 2024
15m 48s

Equities turn a corner after a tough wee...

JULIUS BAER
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Yesterday
US jobs surprise lifts yields as European stocks break new ground
A surprisingly strong US jobs report sent yields higher – most notably at the short end of the curve – and weighed on equity index performance. Market expectations have now shifted, with traders anticipating that the Federal Reserve will hold off on further rate cuts until July. ... Show More
13m 54s
Feb 11
AI’s next victim
Rising concerns about who will be disrupted next by rapid advances in artificial intelligence continue to weigh on parts of the markets. Investors are caught between solid corporate earnings and concerns about the strength of the US economy as consumer spending has finally caught ... Show More
11m 49s
Feb 10
Alphabet’s big raise, Japan’s big run, and precious metals’ way ahead
US stocks rose, with the S&P 500 near a record, led by technology and AI on renewed OpenAI momentum. Alphabet’s USD bond sale drew over USD 100 billion in demand, allowing it to raise USD 20 billion and tighten pricing on its 40‑year bond. The USD weakened on reports that China’s ... Show More
10m 8s
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