Weekly Commentary and Stock Recommendation: 8th July – 12th July 2024
Global Economy Earlier this week, data from the Chinese National Bureau of Statistics (NBS) showed China’s inflation was modest in June 2024. According to the NBS, China’s national consumer price index (CPI) increased by 0.2% YoY, compared to a 0.3% YoY increase in May 2024. Among them, urban prices rose by 0.2% YoY, while rural […]
Weekly Commentary and Stock Recommendation: 13th May – 17th May 2024
Global Economy Earlier this week, in the EU, Eurostat released preliminary GDP data for Q1:2024. In the first quarter of 2024, seasonally adjusted GDP increased by 0.3% QoQ in both the euro area and the EU, compared with the previous quarter. In Q4:2023, GDP had declined by 0.1% QoQ in the euro area and was […]
Weekly Commentary and Stock Recommendation: 26th February – 1st March 2024
Global Economy Japan’s core consumer inflation decreased for a third consecutive month in January 2024, reaching 2.00% YoY, ahead of market estimates but remaining in line with the central bank’s 2% target, according to Japanese e-Stat earlier this week. The emergence of wage-driven inflation factors outweighing cost-push drivers of prices would further boost anticipation of […]
Weekly Commentary and Stock Recommendation: 27th December – 29th December 2023
Global Economy The US Labor Department made data on initial unemployment claims available over the week. The week before Christmas saw an increase in first unemployment claims, according to the agency, as the once-hot labor market continued to drop. For the week ending December 2023, the number of first applications for unemployment benefits increased by […]
Weekly Commentary and Stock Recommendation: 18th December – 22nd December 2023
Global Economy Earlier this week, the Office of National Statistics (ONS) released UK November 2023 Consumer Price Index (CPI) data. According to the ONS, The CPI rose by 3.9% YoY in November 2023, down from 4.6% YoY in October 2023. On a MoM basis, CPI fell by 0.2% in November 2023 (vs. +0.4% MoM in […]
