The past week saw global markets adjust expectations for the pace of interest rate cuts from major central banks, especially the Federal Reserve, following a much stronger than anticipated US jobs report on Friday. However, some of this repricing reversed early this week as disappointing fiscal stimulus measures from China and geopolitical tensions weighed on risk sentiment.
Topics Covered:- The "Superb" US Jobs Report and its implications in market
- China’s Disappointing Stimulus
- Asset class movements from the last week
- Long-term economic and market themes to watch for the next decade
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