US equities surge as S&P 500 hits 25 all-time highs this year, driven by tech stocks and semiconductor outperformance. Despite slower GDP growth, concerns arise over consumer fatigue and rising default rates, while labor market strength shows signs of softening. Gold’s prominence grows amid central bank purchases and other major economies initiate interest rate cuts. Please find enclosed our newsletter for June 2024.
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Weekly Newsletter – 4th October , 2024
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Weekly Newsletter – 27th September , 2024
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Actionable Insight – September
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Weekly Newsletter – 11th October , 2024
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Weekly Newsletter – 4th October , 2024
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Weekly Newsletter – 27th September , 2024
October 3, 2024
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Weekly Newsletter – 20th September , 2024
September 25, 2024
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Actionable Insight – September
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