GUM: October 2024 Outlook
October 2024 Outlook: United States-Neutral | Europe-Neutral | Japan-Neutral | China & Hong Kong-Slightly Positive | Asia-Slightly PositiveU.S. cuts interest rates by 0.5%. Technology stocks dropped. Harris slightly leads Trump;…
GUM: September 2024 Outlook
September 2024 Outlook: United States-Neutral | Europe-Neutral | Japan-Slightly Negative | China-Neutral | Asia-Slightly NegativeWith the U.S. presidential election approaching, the debate between Kamala Harris and Donald Trump has drawn…
GUM: July 2024 Outlook
July 2024 Outlook: United States-Slightly Positive | Europe-Neutral | Japan-Slightly Positive | China-Slightly Positive | Asia-NeutralThe US Nasdaq index reached a new high, increasing the chances of a rate cut…
GUM: June 2024 Outlook
June 2024 Outlook: United States-Neutral | Europe-Slightly Positive | Japan-Neutral | China-Neutral | Asia-NeutralUS inflation has eased, and it is only a matter of time before the US follows suit…
GUM: May 2024 Outlook
May 2024 Outlook: United States-Neutral | Europe-Slightly Positive | Japan-Slightly Positive | China-Slightly Positive | Asia-NeutralThe U.S. inflation index exceeded expectations, leading to a cooling of rate cut expectations. The…
GUM: April 2024 Outlook
April 2024 Outlook: United States-Neutral | Europe-Neutral | Japan-Slightly Positive | China-Neutral | Asia-Neutral Switzerland cut interest rates earlier than the United States. Japan ended its negative interest rate policy,…
GUM: December 2023 Review and January 2024 Outlook
In 2023, supply chains shifted from China, attracting global investors to Asia, particularly India and Japan. The Japanese stock market soared to a 30-year high, while US tech stocks thrived…