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Daily Brief

Our remarks and commentaries on financial and economic developments as well as international economic and financial research, to set up the best suitable strategies for your investments


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February, 26 2024
MARKETSCOPE : The Greatest Fool

Indices shattered their records this week, thanks to the new market prophet Nvidia. The company unveiled mind-blowing results, boosting investor appetite for all things artificial intelligence. As a result, the tech sector was pulled upwards, lifting the rest of the stock market. Read more...

February, 19 2024
MARKETSCOPE : What Goes Up, Must Come Down

Stocks ended the week in the negative following a second inflation report that sparked concerns the Federal Reserve may cut interest rates later rather than sooner. Even though that for now the bull trend remains intact, investor sentiment remains bullish, and momentum is strong at this juncture we would prefer not to have the an overexposure in tech now. Read more...

Highlights

A regular compilation of our leading research documents, in which our yearly macroeconomic investment scenario is either comforted or discarded because of developed or unexpected events


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February, 28 2024
Beijing’s Bazooka

Chinese banks cut a key reference rate for mortgages by a record amount. The five-year loan prime rate (LPR) was lowered by 25 bps to 3.95%, the first cut since June and the largest reduction since a revamp of the rate was rolled out in 2019. Read more...

February, 24 2024
RISING SUN

It took over 34 years, but trading floors across Tokyo today erupted in cheers and applause at the end of the market session. The Nikkei 225, Japan's main stock index, closed at a new all-time high above 39,000, following a record run last seen during the country's late-1980s asset bubble. In fact, the Nikkei has been the world's best-performing major index in 2024, surging 17.5% only two months into the year and trouncing the impressive near 5% advance of the S&P 500. Read more...