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Review 18Dec - 22Dec23: US equities have risen for the eighth consecutive week, bonds have had another strong week, although the long end is underperforming, and the USD has weakened once again.

Key data releases of last week:


  • German Business Outlook Dims: IFO Index Hits 3-Month Low (read more here)

  • BoJ Keeps Markets Waiting for End of NIRP. (read more here)

  • UK Inflation Takes a Surprise Dip: What's Next for BoE Policy? (read more here)

  • Philly Fed Index offers good and bad news. (read more here)

  • Japan's Headline CPI Cools While Service Prices Rise. (read more here)

  • Fed's Prefered Inflation Gauge Approaches Target.(read more here)

  • Leveraged Money continued to hold a substantial long position in the US dollar, and short positions in S&P 500 and US treasuries. (read more here)



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