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

REIT Earnings Preview: Delay And Pray

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

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

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

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

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

Insidious Inflation

U.S. Equity markets declined for a second straight week as benchmark interest surged to the cusp of three-month highs. The S&P 500 declined by 0.4% this week. Real estate equities- the most "Fed-sensitive" segment of the economy- were slammed. The REIT Index tumbled 2.9% on the week.

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

Emerging Market Insights - Semiconductor Sector Soars

Franklin Templeton: The semiconductor sector posted a 10% gain in February. The electric vehicle sector has been under pressure in recent months despite rapid growth in 2023. Semiconductors in focus reflect renewed optimism surrounding artificial intelligence chips and their applications. We are constructive on a broad-based recovery in semiconductor demand in 2024.

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

Worldwide Manufacturing Returns To Growth

February's PMI surveys showed manufacturing business conditions improving for the first time in 18 months. The Global Manufacturing PMI, by JPMorgan and S&P Global Market Intelligence, rose from 50.0 in January to 50.3 in February. The survey's index of production hit a nine-month high in January. Overall new orders rose in 20 months, aided by a rise in global export orders.

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

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

EM Central Banks: More Easing In The Cards?

Emerging markets have taken solace in the view that the U.S. Hiking cycle is over. Slowing global inflation has been due to sharply lower core goods inflation. The sunset of Fed tightening provides room for further rate cuts in emerging markets. Overall, we see the biggest opportunities for duration exposure in Brazil, Colombia and Indonesia.

Weekly Report: what happened at HAUZ last week (0205-0209)?

Asia-Pacific Is Not Just China

Dealmaking Outlook: Unsettled, With Bright Spots

Weekly Report: what happened at HAUZ last week (0129-0202)?

Worldwide Manufacturing Confidence Improves As Factories Shrug Off Red Sea Concerns