Weekly Report: what happened at GXTG last week (0506-0510)?

Global PMI Hits 10-Month High Amid Broad Sector Economic Upturn In April 2024

Was April's Correction Noise Or Signal For Global Markets?

April was a rough month for investors, but the rebound in asset prices in the early days of May has revived expectations that the worst has passed. Friday's US payrolls data posted a substantially softer-than-expected rise in April. The news lifts the odds that the Federal Reserve will cut interest rates this year. Much depends on how fast the US economy slows.

Weekly Report: what happened at GXTG last week (0429-0503)?

Weekly Report: what happened at GXTG last week (0422-0426)?

Equity Factor Report - Q1 2024: Momentum Strategies Shine

Strong investor sentiment and continued economic strength led momentum strategies to outperform in Q1 2024. The MSCI All Country World Index rose by 8.3% in the first quarter. Russell Investments' Factor Portfolios like Global Large Cap Growth, Momentum, and Quality outperformed the MSCi ACWI.

Weekly Report: what happened at GXTG last week (0415-0419)?

Weekly Report: what happened at GXTG last week (0408-0412)?

Weekly Report: what happened at GXTG last week (0401-0405)?

Global Macro Outlook: Second Quarter 2024

Home Market Outlook Economy Analysis Global Macro Outlook: Second Quarter 2024. The global economic picture did not change significantly in the first quarter of 2024. We continue to believe a soft landing is the most likely outcome for major economies. The US economy continues to outperform, with growth above potential.

Weekly Report: what happened at GXTG last week (0325-0329)?

Weekly Report: what happened at GXTG last week (0318-0322)?

Weekly Report: what happened at GXTG last week (0311-0315)?

Weekly Report: what happened at GXTG last week (0304-0308)?

Weekly Report: what happened at GXTG last week (0226-0301)?

Weekly Report: what happened at GXTG last week (0219-0223)?

Consider This: Canals Are Becoming Chokepoints

International trade drives global economic growth. 80% of the global movement of goods is via maritime transport. Suez Canal's flow of traffic has been reduced by around 42% because of the Houthi militants' missile and drone attacks on shipping. We are seeing more frequent El Niño weather patterns, with a direct impact on the capacity of Panama Canal.

Weekly Report: what happened at GXTG last week (0212-0216)?

Systematic Equity Outlook: Victory Not Yet Secured

Home Market Outlook Today's Market Systematic Equity Outlook: Victory Not Yet Secured by Raffaele Savi and Jeff Shen, PhD. Will the Fed fall behind the curve? More room for equities to price in disinflation. Navigating the Red Sea shipping crisis and the evolving outlook for China.

Concentrating On Earnings Perspectives On Profit For Equity Investors

Home Market Outlook Today's Market Concentrating On Earnings Perspectives On Profit For Equity Investors. The Magnificent Seven stocks, a group of giant companies seen to be big winners from artificial intelligence, accounted for 58% of S&P 500 returns last year. Market returns were extreme by many measures in 2023. Earnings haven't been consistently rewarded in equity markets.