by oaktree | Mar 25, 2024 | Market Acorns
MONDAY, MAR 25, 2024 – 06:45 AM … After last week’s central bank fireworks, the most exciting event of the otherwise quiet and holiday-shortened week will happen once markets are actually closed for the month and Q1 is done and dusted in performance...
by oaktree | Mar 18, 2024 | Market Acorns
MONDAY, MAR 18, 2024 – 06:59 AM According to DB’s Jim Reid, “this could be a landmark week in markets as the last global holdout on negative rates looks set to be removed as the BoJ likely hikes rates from -0.1% tomorrow.” That will likely...
by oaktree | Mar 11, 2024 | Market Acorns
MONDAY, MAR 11, 2024 – 07:20 AM … With 10yr US yields around -10bps lower, and the S&P 500 around +2% higher than where they were just before last month’s higher-than-expected CPI, DB’s Jim Reid concludes that “it’s fair to say that markets...
by oaktree | Mar 4, 2024 | Market Acorns
MONDAY, MAR 04, 2024 – 07:40 AM As DB’s Jim Reid writes this morning, we’re currently on a run that you may not see again in your lifetimes. He is referring to the fact that the S&P 500 just completed a historic run of 16 positive weeks out of...
by oaktree | Feb 26, 2024 | Market Acorns
MONDAY, FEB 26, 2024 – 07:05 AM … After a relatively quiet week on the data front, things start to pick up again even as earnings season comes to a close. In terms of key events, DB’s Jim Reid writes that it’s hard to look too far beyond the latest...