top of page

Weekly Talking Points - Waiting October out...

Oct 19, 2024
1 min read

Our round-up of what to expect in the coming week and the key events of last week. The Bank of Canada meets this week and the focus is on by how much they will cut rates, not on if they will cut rates. US home sales data is out as well, along with the release of the Fed's beige book with plenty of ECB, BoE and Fed speakers out. Our Spotlight focuses on the big gains seen in the S&P 500 Industrial sector (XLI), more ahead as the combination of a strong economy and big defence spending drives some share prices higher. Our Review section looks at the ECB rate cut, UK inflation and US retail sales. US small cap share indices are doing well after the Fed's rate cut last month with a falling line under pressure now- new highs by year end? To read more please subscribe.


Recent Posts

See All
Focus - Gold and stock market pullbacks

In our latest Focus we look at gold prices and pullbacks in the S&P 500 index since the 1987 'crash'. Does gold provide a hedge? If you would like to read our report, contact us at info@tricio-adviso

 
 
 
Focus - Currency Matters October 2026

In our latest Currency Matters publication we discuss the strong USD and our view that it will lose ground. Key central bank meetings are lining up for the coming weeks and could swing FX rates around

 
 
 

Comments


bottom of page