Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US retailers and the Consumer Discretionary sector ahead o the Christmas season. We discuss looming rate decisions from major central banks, and US employment data for November that points to the economy still being strong. To read more please subscribe.
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See AllOur investment monthly for December 2023 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. We kept our asset allocation unchanged, but noted the rall
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at defence companies again. The iShares ITA ETF has made new highs, while in the
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Italian bond yields that have been falling - more ahead? Our Review section l
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