The United States: US industrial activity is stabilizing along with China’s credit impulse.
The Eurozone: PMI indicators point to downside risks for economic growth.
Equities: Tighter liquidity conditions (due to the Fed’s QT) could weigh on stocks.
Year-to-date, the top seven stocks have accounted for the majority of the returns in the S&P 500.
Commodities: Uranium prices are surging, boosting share prices of uranium producers.
Asia-Pacific: Singapore’s inflation continues to ease.
Food for Thought: Nursing homes are disappearing:
Edited by William Villacis
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