الصفحة الرئيسية
استفد من قوة التحليل الحصري للأسواق
Eurozone data contrasts with UK fragility and a still-restrictive policy stance.
Softer labour data, Fed repricing and valuation fatigue test the rotation trade.
Headline may reflect seasonal distortions and mixed underlying labour momentum.
Stronger job numbers, but a drop in confidence.
A 5 – 4 ruling bolsters Fed independence, but legal uncertainty lingers.
Liquidity shifts from megacap AI to ‘buyers of shortage’.
Upward GDP revisions and sticky core inflation delay policy pivot bets.
Equities hit by volatility, yields flatten, gold drops and oil prices plummet in June.
Early signs of stabilisation in eurozone, a services-led UK slowdown and resilient, inflation-sticky US activity.
ECB Lagarde’s calibrated tightening and the UK’s Burnham’s fiscal tilt.
Europe’s challenge: slowing activity, policy divergence and external risks.
