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Standard Chartered Global Market Outlook Q2 2024: A textbook landing? Q1 24 data suggests a soft landing of the US economy is the most likely outcome. We expect the Fed and the ECB to cut rates in concert starting mid-year, leading to a rangebound USD. In Foundation allocations, we are Overweight global equities. Globally, we prefer US and Japan markets. In Asia, we are Overweight Korea, India and Taiwan equities. We still see an attractive opportunity in global bonds, but yields may fall less than previously expected. In Opportunistic allocations, we introduce a new set of equity and bond Buy ideas.

Markets focus on this week’s US labor market report, following a dovish shift by the Federal reserve in August. Read the new Global Markets Roundup, September 2, 2024, published by the Economic Analysis Division of NBG. #NBG #NBGinsights #BankingToday  

🌍 𝗩𝗮𝗻𝘁𝗮𝗴𝗲 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗨𝗽𝗱𝗮𝘁𝗲 - 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰 ⬇️ • Global markets rallied, boosted by the Fed’s 50bps rate cut and strong U.S. economic data, though gains were offset by a rising AUD/USD.  • Chinese stimulus drove resources stocks higher, while the RBA held rates steady.  • The S&P/ASX 200 gained, led by a resources surge. Each month we share market insights with our valued clients to keep them informed and up-to-date. This summary highlights the key points from our September update. For more information about our services or to book at an appointment with one of our advisers, please call (𝟬𝟴) 𝟵𝟮𝟭𝟱 𝟱𝟬𝟬𝟬 or visit our website 𝘄𝘄𝘄.𝘃𝗮𝗻𝘁𝗮𝗴𝗲𝘄𝗺.𝗰𝗼𝗺.𝗮𝘂 #VantageWealthManagement #FinancialPlanning #FinancialAdvisor #Perth #GlobalMarkets #Economy

In this month’s insight we discuss the positive US inflation data that led to expectations of an interest rate cut for the US in November. Australian inflation data exceeded expectations in May, suggesting a further increase in interest rates may be necessary. US equity markets, fuelled by AI enthusiasm and stronger growth, are expected to outperform. https://lnkd.in/giJzbjYC

Commonwealth CIO Brad McMillan recaps June’s market and economic news. June was a good month for financial markets. Most stocks were up in the low- to mid-single digits, the S&P 500 and Nasdaq hit record highs, and bond returns were positive on falling interest rates. International results were more mixed—developed markets pulled back slightly while emerging markets were up. Solid economic growth and slowing inflation supported these positive results, and consumer inflation also started to drop. As we enter July, will market fundamentals remain healthy?

Commonwealth CIO Brad McMillan recaps June’s market and economic news. June was a good month for financial markets. Most stocks were up in the low- to mid-single digits, the S&P 500 and Nasdaq hit record highs, and bond returns were positive on falling interest rates. International results were more mixed—developed markets pulled back slightly while emerging markets were up. Solid economic growth and slowing inflation supported these positive results, and consumer inflation also started to drop. As we enter July, will market fundamentals remain healthy?

Weekly Market Recap: The All-Ords index saw a 1.7% decline this week, reversing the 3.2% gain from the previous week. Investors are navigating through market swings as economic uncertainties persist. Stay informed! #AllOrds #StockMarketUpdate #MarketVolatility #EconomicTrends #InvestingInsights #FinancialMarkets #StocksAndShares #MarketAnalysis Source: Market Timing in Australia

Commonwealth CIO Brad McMillan recaps June’s market and economic news. June was a good month for financial markets. Most stocks were up in the low- to mid-single digits, the S&P 500 and Nasdaq hit record highs, and bond returns were positive on falling interest rates. International results were more mixed—developed markets pulled back slightly while emerging markets were up. Solid economic growth and slowing inflation supported these positive results, and consumer inflation also started to drop. As we enter July, will market fundamentals remain healthy?

Two old Wall Street maxims are 1) Don’t fight the trend and 2) Don’t fight the Fed (and China and the ECB). We still expect to see some bumpiness into the election, but the weight of the evidence suggests the primary market trend remains positive. We discussed this and more with CNBC’s Frank Holland. Truist Truist Wealth #wordoftheday #markets

Kenyan Market Surges, But Is It Time to Buy? Exclusive Insights from Faida Investment Bank. The NSE is on a tear, Co-op Bank's profits are soaring, and global markets are showing resilience. But what does it all mean for your investments? Our latest weekly report reveals: -Key market movers: A deep dive into the stocks driving the NSE's recent rally. -Co-op Bank's success story: Unpacking the factors behind their impressive Q1 earnings. -Global economic trends: Analysis of inflation, oil prices, and the US market surge. -Expert stock picks: Our analysts' top recommendations for this quarter. Don't miss out on these critical insights. Read our full report.