- Weekly Market Review 2nd August 2021
Weekly Market Review 2nd August 2021
Saturday 31 July 2021
- Markets: US equities reached new record highs, as long bond yields stabilized.
- United States: Q2 GDP growth was 6.5% below consensus expectations.
- Eurozone: Q2 GDP growth was 2% QoQ and 13.7% annualised.
The Week at a glance
ECB QE Monitor - September 2021
ECB PEPP & APP: slowdown in the pace of purchases, in line with the seasonal activity.
China in the spotlight: what markets should look at
Investment Talks - Evergrande: not a systemic risk, but an area of attention.
Shifts & Narratives #8
Post-summer check-up on the regime shift.