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Must reads from the past week: Inflation, Defence, Tesla valuation, Copper & Lithium
Macro
Saxo
Following the latest inflation and jobs data we consider the next moves for central banks. We focus on European defence spending which reaches new records. Tesla, a member of the ‘Magnificent Seven’ has become the worst performer in S&P 500 in 2024. In commodities, Copper has seen a rally that may just be starting.
Must reads…
- Clear opportunities to trade Dollar Yen price moves this week. - FOMC vs BOJ: Who moves the Yen?
- There looks like more room to run for Saxo's top performing theme basket. - Prospects for European Defence
- Now is time for all investors to consider their portfolio diversification. - Are the Magnificent Seven cracking?
- With key metal prices rising, now could be the time to invest in the mining sector. - Signs of green metals comeback
The week ahead…
The key events for this week are the policy rate decisions from a number of major central Banks; Bank of Japan (Tuesday), US Federal Reserve (Wednesday), Swiss National Bank and the Bank of England (Thursday). There are also key Chinese technology and consumer earnings from Xiaomi, Tencent, PDD, and Meituan. For developed markets the big earnings day is on Thursday with earnings releases from Nike, FedEx, Lululemon, and Accenture. Tech focus will be turning to the Nvidia GTC conference this week where new flagship chips are expected to be launched.