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The United States: Housing inflation has been running hotter than leading indicators suggest.

The Eurozone: Germany’s composite PMI is back in growth mode, topping expectations. The improvement was driven by services, with the manufacturing slump persisting this month.

Japan: Services CPI could climb further, forcing the BoJ to deliver another rate hike.


Commodities: Gold declined sharply on Monday as geopolitical tensions appear to have eased.

Energy: So far, higher oil prices have not boosted the expected earnings of global energy firms.

Equities: Here is a look at Goldman’s CapEx growth estimate for this year.

Credit: Active bond funds have been attracting more capital.

Food for Thought: Changes in year-to-date homicide numbers relative to 2023:

Edited by William Villacis
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